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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
JGUA
4826
John G. Ullman & Associates
New York
$204K
MFG
4827
Mendota Financial Group
Wisconsin
$203K
GW
4828
Graetz Wealth
Michigan
$203K
BIA
4829
Barry Investment Advisors
Massachusetts
$203K
TBC
4830
Ted Buchan & Co
California
$202K
RC
4831
Resolute Capital
South Carolina
$202K
VFIC
4832
Valley Forge Investment Consultants
Pennsylvania
$202K
EIP
4833
Ellis Investment Partners
Pennsylvania
$202K
TWD
4834
True Wealth Design
Ohio
$201K
HCA
4835
Hyperion Capital Advisors
New York
$201K
CWM
4836
C2C Wealth Management
Arizona
$200K
DSA
4837
Droms Strauss Advisors
Missouri
$200K
BC
4838
Bayforest Capital
United Kingdom
$197K
BCM
4839
Basso Capital Management
Connecticut
$195K
MCM
4840
MidAtlantic Capital Management
Virginia
$193K
AIS
4841
Advocate Investing Services
Maryland
$193K
SVWA
4842
Sarver Vrooman Wealth Advisors
Missouri
$190K
SAS
4843
Stelac Advisory Services
New York
$190K
EI
4844
eCIO Inc
Wisconsin
$190K
HHMI
4845
Howard Hughes Medical Institute
Maryland
$189K
GFM
4846
GF Fund Management
China
$189K
WFA
4847
West Financial Advisors
Iowa
$188K
SFO
4848
Standard Family Office
South Dakota
$186K
FNWA
4849
Financial Network Wealth Advisors
Utah
$186K
SAM
4850
Sherman Asset Management
California
$184K