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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
CWM
4851
Copia Wealth Management
Oregon
$183K
MAM
4852
Meeder Asset Management
Ohio
$181K
HCM
4853
Horrell Capital Management
Arkansas
$176K
SWA
4854
Strategic Wealth Advisors
Arizona
$161K
AW
4855
Ankerstar Wealth
Texas
$161K
MFT
4856
Moisand Fitzgerald Tamayo
Florida
$160K
DCM
4857
Davis Capital Management
Florida
$159K
LAS
4858
Lloyd Advisory Services
Georgia
$157K
IIM
4859
IFC & Insurance Marketing
California
$156K
VWWMG
4860
Vermillion & White Wealth Management Group
Pennsylvania
$153K
SFAM
4861
Sawyer Falduto Asset Management
Illinois
$153K
CW
4862
Curio Wealth
Maryland
$151K
ICM
4863
Islay Capital Management
Texas
$150K
KI
4864
Keewaydin Investments
New York
$149K
VCMGDR
4865
Vinland Capital Management Gestora de Recursos
Brazil
$139K
MWA
4866
Miller Wealth Advisors
Colorado
$139K
IWM
4867
Inlight Wealth Management
Georgia
$138K
DPW
4868
DiNuzzo Private Wealth
Pennsylvania
$137K
RTL
4869
Red Tortoise LLC
Georgia
$133K
AF
4870
Abound Financial
California
$127K
PP
4871
Pingora Partners
Wyoming
$121K
KG
4872
Kilter Group
New York
$118K
FGAM
4873
Financial Gravity Asset Management
Texas
$117K
BFS
4874
Bare Financial Services
Pennsylvania
$116K
VEA
4875
Virtus ETF Advisers
New York
$116K