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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
CIS
4851
Continental Investors Services
Washington
$225K
IIA
4852
Integrity Investment Advisors
Colorado
$224K
FWP
4853
Forefront Wealth Partners
Texas
$224K
AAMC
4854
Asset Allocation & Management Company
Illinois
$224K
PFA
4855
Peak Financial Advisors
Colorado
$224K
CWM
4856
Cedar Wealth Management
California
$223K
MFF
4857
Michels Family Financial
Texas
$223K
ODFS
4858
O'Donnell Financial Services
California
$223K
BWG
4859
Beta Wealth Group
California
$222K
MAM
4860
Marquette Asset Management
Minnesota
$222K
CIM
4861
Confluence Investment Management
Missouri
$221K
PWA
4862
Primoris Wealth Advisors
Florida
$220K
BI
4863
Breachway Investments
Rhode Island
$220K
SFP
4864
Strategic Financial Partners
Oregon
$220K
SWM
4865
Salvus Wealth Management
New Jersey
$219K
FFG
4866
Foundry Financial Group
New Hampshire
$218K
TGIA
4867
Torrey Growth & Income Advisors
California
$218K
KRW
4868
Kaufman Rossin Wealth
Florida
$218K
GWM
4869
Greenhouse Wealth Management
Connecticut
$217K
TCFP
4870
Treasure Coast Financial Planning
Florida
$217K
AWA
4871
Argo Wealth Advisory
Virginia
$217K
TR
4872
Tepp RIA
New Jersey
$217K
SG
4873
Somerset Group
Minnesota
$216K
GWMI
4874
Guardian Wealth Management (Illinois)
Illinois
$216K
PWA
4875
Provenance Wealth Advisors
Florida
$215K