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JPMorgan Chase

4,966 hedge funds and large institutions have $635B invested in JPMorgan Chase in 2025 Q4 according to their latest regulatory filings, with 466 funds opening new positions, 1,934 increasing their positions, 2,121 reducing their positions, and 88 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 capital invested

Capital invested by funds: $ → $

0% more funds holding in top 10

Funds holding in top 10: 913916 (+3)

9% less repeat investments, than reductions

Existing positions increased: 1,934 | Existing positions reduced: 2,121

11% less call options, than puts

Call options by funds: $10.4B | Put options by funds: $11.6B

Holders
4,966
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
916
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$10.4B
Puts
$11.6B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PM
4801
Penbrook Management
New York
$213K
EWM
4802
Evolution Wealth Management
Florida
$212K
CPP
4803
Capasso Planning Partners
South Carolina
$212K
PF
4804
Penney Financial
Texas
$212K
EWA
4805
Exit Wealth Advisors
Georgia
$212K
TCTWM
4806
Three Cord True Wealth Management
Pennsylvania
$211K
CIM
4807
Corbyn Investment Management
Maryland
$211K
SS
4808
Sound Stewardship
Kansas
$211K
CCM
4809
Carderock Capital Management
Maryland
$211K
TWM
4810
Trinity Wealth Management
Pennsylvania
$210K
EA
4811
Evolution Advisers
Virginia
$209K
JBA
4812
Johnson Bixby & Associates
Washington
$209K
SWM
4813
SK Wealth Management
Rhode Island
$209K
RS
4814
Rakuten Securities
Japan
$208K
FF
4815
Financial Futures
New Jersey
$208K
MIAS
4816
Mason Investment Advisory Services
Virginia
$208K
CG
4817
Castellan Group
Kentucky
$208K
SRCM
4818
Signature Resources Capital Management
California
$207K
AWMI
4819
Aegis Wealth Management (Iowa)
Iowa
$207K
WCP
4820
Welch Capital Partners
New York
$207K
CCM
4821
Collar Capital Management
Wisconsin
$207K
AIM
4822
Arcadia Investment Management
Michigan
$206K
PFA
4823
Pinnacle Family Advisors
Missouri
$205K
BSCCG
4824
Blue Sky Capital Consultants Group
California
$205K
B
4825
BetterWealth
California
$204K