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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
PCWA
4851
Pacific Capital Wealth Advisors
California
$248K
FHWM
4852
Fox Hill Wealth Management
Massachusetts
$248K
WWA
4853
Wingate Wealth Advisors
Massachusetts
$248K
DJYG
4854
David J. Yvars Group
Florida
$247K
NPAN
4855
Northeast Planning Associates NH
New Hampshire
$246K
HOWA
4856
Hudson Oak Wealth Advisory
New Jersey
$246K
VAM
4857
Vienna Asset Management
California
$246K
BWM
4858
BAM Wealth Management
Colorado
$245K
A
4859
Alongside
Texas
$245K
OWM
4860
Opes Wealth Management
California
$245K
OWA
4861
ORBA Wealth Advisors
Illinois
$244K
TCM
4862
Tran Capital Management
California
$244K
HOWA
4863
Heritage Oak Wealth Advisors
Florida
$244K
AFA
4864
Alpha Financial Advisors
North Carolina
$244K
FCMC
4865
Founders Capital Management (Connecticut)
Connecticut
$243K
DFA
4866
Davies Financial Advisors
California
$243K
NBWM
4867
North Berkeley Wealth Management
California
$242K
CISOA
4868
Capital Investment Services of America
Wisconsin
$242K
CWR
4869
Chico Wealth RIA
California
$242K
CEI
4870
Clark Estates Inc
New York
$242K
PIA
4871
Petredis Investment Advisors
Pennsylvania
$241K
MAV
4872
Mason & Associates (Virginia)
Virginia
$240K
WCM
4873
Westend Capital Management
California
$240K
HPA
4874
High Probability Advisors
New York
$239K
PFM
4875
Peak Financial Management
Massachusetts
$239K