JPM icon

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
CT
4876
ClearAlpha Technologies
Connecticut
$215K
ACA
4877
Aspire Capital Advisors
Washington
$215K
CA
4878
Chatterton & Associates
California
$214K
PM
4879
Penbrook Management
New York
$213K
EWM
4880
Evolution Wealth Management
Florida
$212K
CPP
4881
Capasso Planning Partners
South Carolina
$212K
PF
4882
Penney Financial
Texas
$212K
EWA
4883
Exit Wealth Advisors
Georgia
$212K
TCTWM
4884
Three Cord True Wealth Management
Pennsylvania
$211K
CIM
4885
Corbyn Investment Management
Maryland
$211K
SS
4886
Sound Stewardship
Kansas
$211K
CCM
4887
Carderock Capital Management
Maryland
$211K
TWM
4888
Trinity Wealth Management
Pennsylvania
$210K
EA
4889
Evolution Advisers
Virginia
$209K
JBA
4890
Johnson Bixby & Associates
Washington
$209K
SWM
4891
SK Wealth Management
Rhode Island
$209K
LWM
4892
Lifetime Wealth Management
Texas
$208K
RS
4893
Rakuten Securities
Japan
$208K
FF
4894
Financial Futures
New Jersey
$208K
MIAS
4895
Mason Investment Advisory Services
Virginia
$208K
CG
4896
Castellan Group
Kentucky
$208K
SRCM
4897
Signature Resources Capital Management
California
$207K
AWMI
4898
Aegis Wealth Management (Iowa)
Iowa
$207K
BS
4899
Brighton Securities
New York
$207K
WCP
4900
Welch Capital Partners
New York
$207K