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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
LWMI
4826
Legacy Wealth Management (Idaho)
Idaho
$234K
MFG
4827
Mustico Financial Group
New York
$234K
IP
4828
Integras Partners
Georgia
$234K
SWAG
4829
Spectrum Wealth Advisory Group
California
$234K
GBA
4830
Garrison Bradford & Associates
New York
$234K
CPW
4831
Crestmont Private Wealth
Texas
$233K
NWM
4832
Navigoe Wealth Management
California
$233K
SFA
4833
Seneca Financial Advisors
New York
$233K
GPW
4834
Gray Private Wealth
Massachusetts
$232K
MPW
4835
MA Private Wealth
California
$232K
FPTW
4836
Franklin, Parlapiano, Turner & Welch
Texas
$232K
CA
4837
CV Advisors
Florida
$231K
SB
4838
Semitam Bonam
New York
$231K
TWG
4839
The Wealth Group
Minnesota
$230K
CWA
4840
Cornerstone Wealth Advisors
Minnesota
$229K
BIS
4841
BG Investment Services
Guam
$228K
RIG
4842
Renaissance Investment Group
Massachusetts
$227K
PD
4843
Planning Directions
Pennsylvania
$227K
OWCM
4844
One Wealth Capital Management
Arizona
$227K
HFO
4845
Heritage Family Offices
Arizona
$227K
QA
4846
Quattro Advisors
Pennsylvania
$226K
VFG
4847
V2 Financial group
Illinois
$226K
FAM
4848
Forte Asset Management
New York
$226K
SPWM
4849
Smith Partners Wealth Management
North Carolina
$226K
CCMI
4850
Creative Capital Management Investments
California
$225K