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JPMorgan Chase

5,052 hedge funds and large institutions have $639B invested in JPMorgan Chase in 2025 Q4 according to their latest regulatory filings, with 518 funds opening new positions, 1,949 increasing their positions, 2,139 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 ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

4% more capital invested

Capital invested by funds: $617B → $639B (+$21.8B)

9% less repeat investments, than reductions

Existing positions increased: 1,949 | Existing positions reduced: 2,139

10% less call options, than puts

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

Holders
5,052
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
930
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
OWM
4801
Opes Wealth Management
California
$245K
OWA
4802
ORBA Wealth Advisors
Illinois
$244K
TCM
4803
Tran Capital Management
California
$244K
HOWA
4804
Heritage Oak Wealth Advisors
Florida
$244K
AFA
4805
Alpha Financial Advisors
North Carolina
$244K
FCMC
4806
Founders Capital Management (Connecticut)
Connecticut
$243K
DFA
4807
Davies Financial Advisors
California
$243K
NBWM
4808
North Berkeley Wealth Management
California
$242K
CISOA
4809
Capital Investment Services of America
Wisconsin
$242K
CWR
4810
Chico Wealth RIA
California
$242K
CEI
4811
Clark Estates Inc
New York
$242K
PIA
4812
Petredis Investment Advisors
Pennsylvania
$241K
MAV
4813
Mason & Associates (Virginia)
Virginia
$240K
WCM
4814
Westend Capital Management
California
$240K
HPA
4815
High Probability Advisors
New York
$239K
PFM
4816
Peak Financial Management
Massachusetts
$239K
GCM
4817
Gator Capital Management
Florida
$238K
CCM
4818
Chaney Capital Management
Washington
$238K
BBW
4819
Blue Barn Wealth
Utah
$238K
PFS
4820
Professional Financial Solutions
Virginia
$238K
RWP
4821
Ridgeline Wealth Planning
Ohio
$237K
T
4822
Tidemark
California
$237K
PFA
4823
Providence Financial Advisors
Kansas
$236K
FWWM
4824
Fiscal Wisdom Wealth Management
Connecticut
$235K
TSW
4825
Three Seasons Wealth
Utah
$235K