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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
AC
4801
Armistice Capital
New York
$264K
MW
4802
Marrick Wealth
California
$264K
HC
4803
Headland Capital
South Carolina
$263K
BFG
4804
Baron Financial Group
New Jersey
$263K
SP
4805
Sequent Planning
Nebraska
$262K
FI
4806
FWG Investments
Kentucky
$262K
GC
4807
GFG Capital
Florida
$261K
PP
4808
Pearl Planning
Michigan
$261K
FA
4809
Financial Avengers
California
$261K
DF
4810
DecisionPoint Financial
Arizona
$260K
TC
4811
Town Capital
Maryland
$260K
VWM
4812
Vermillion Wealth Management
Minnesota
$260K
SWM
4813
Schwallier Wealth Management
Michigan
$259K
EPAM
4814
Evelyn Partners Asset Management
$259K
CP
4815
Clarendon Private
Massachusetts
$259K
CAM
4816
Cobblestone Asset Management
Virginia
$259K
PM
4817
Phraction Management
Connecticut
$259K
AV
4818
Aspiring Ventures
Ohio
$259K
PPW
4819
PACK Private Wealth
Minnesota
$259K
BWMG
4820
Barnes Wealth Management Group
California
$258K
1NWS
4821
1 North Wealth Services
Maryland
$258K
RA
4822
RiverTree Advisors
Florida
$258K
SF
4823
Schaeffer Financial
Maryland
$257K
OC
4824
Optima Capital
Oregon
$257K
KPWM
4825
KDK Private Wealth Management
Texas
$256K