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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
Q1WB
4826
Quest 10 Wealth Builders
Virginia
$256K
ECAM
4827
East Coast Asset Management
Massachusetts
$256K
Walleye Capital
4828
Walleye Capital
New York
$255K
VWA
4829
Valued Wealth Advisors
Utah
$255K
MFA
4830
Millington Financial Advisors
Illinois
$254K
RFW
4831
Redwood Family Wealth
Texas
$254K
CFSG
4832
Clark Financial Services Group
Missouri
$254K
JF
4833
JMN Financial
Ohio
$253K
GF
4834
Goodman Financial
Texas
$253K
PAM
4835
PVG Asset Management
Colorado
$251K
MGWA
4836
Monument Group Wealth Advisors
Massachusetts
$251K
CD
4837
Capital Developers
North Carolina
$251K
PWM
4838
Peak Wealth Management
New Hampshire
$251K
FF
4839
Foronjy Financial
California
$251K
IC
4840
Iconiq Capital
California
$251K
OFP
4841
OFC Financial Planning
New Jersey
$250K
NA
4842
Note Advisors
New York
$250K
DFP
4843
Donalies Financial Planning
District of Columbia
$250K
Capstone Investment Advisors
4844
Capstone Investment Advisors
New York
$250K
SWA
4845
Sightline Wealth Advisors
Connecticut
$250K
BWA
4846
Boulder Wealth Advisors
Colorado
$249K
BHWM
4847
Bay Harbor Wealth Management
Maryland
$249K
EMB
4848
Elefante Mark B
$249K
LBC
4849
Lane Brothers & Co
Arizona
$248K
ACM
4850
Andina Capital Management
Utah
$248K