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JPMorgan Chase

5,116 hedge funds and large institutions have $640B invested in JPMorgan Chase in 2025 Q4 according to their latest regulatory filings, with 557 funds opening new positions, 1,961 increasing their positions, 2,146 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

more ownership

Funds ownership:

4% more capital invested

Capital invested by funds: $618B → $640B (+$22B)

9% less repeat investments, than reductions

Existing positions increased: 1,961 | Existing positions reduced: 2,146

10% less call options, than puts

Call options by funds: $10.5B | Put options by funds: $11.7B

Holders
5,116
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
939
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$10.5B
Puts
$11.7B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LWA
4776
Lifelong Wealth Advisors
Minnesota
$273K
SWM
4777
Stonebridge Wealth Management
Illinois
$273K
AI
4778
Auour Investments
Massachusetts
$272K
PA
4779
ProCore Advisors
California
$271K
BFA
4780
Ballast Financial Advisors
Pennsylvania
$271K
MJP
4781
Michael J. Puzo
$271K
BWA
4782
BCU Wealth Advisors
Illinois
$271K
VWM
4783
Vigil Wealth Management
Florida
$270K
IFS
4784
Integrated Financial Solutions
Virginia
$270K
AFG
4785
Altiora Financial Group
Ohio
$269K
CDWM
4786
Campbell Deegan Wealth Management
Virginia
$269K
EP
4787
Essential Partners
California
$268K
DK
4788
David Kennon
Florida
$268K
SWA
4789
ShankerValleau Wealth Advisors
Illinois
$268K
ACM
4790
Alamar Capital Management
California
$267K
BT
4791
Brandywine Trust
Delaware
$267K
LSL
4792
Legacy Solutions LLC
Pennsylvania
$267K
LWM
4793
Luminvest Wealth Management
Arizona
$267K
AP
4794
Aspect Partners
Virginia
$266K
JWS
4795
Juncture Wealth Strategies
Arizona
$266K
JWM
4796
Jacksonville Wealth Management
Florida
$266K
TCCM
4797
Timber Creek Capital Management
Massachusetts
$266K
MSFP
4798
Mark Sheptoff Financial Planning
Connecticut
$266K
PEWA
4799
Pacific Excel Wealth Advisors
California
$266K
MWM
4800
Madrid Wealth Management
New Mexico
$266K