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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
ACM
4876
Anfield Capital Management
California
$113K
FCG
4877
Financial Connections Group
California
$113K
RF
4878
Robbins Farley
New Hampshire
$111K
SR
4879
Swiss Re
Switzerland
$108K
CCP
4880
Caden Capital Partners
California
$104K
1GI
4881
180 GPS Investments
$104K
CMA
4882
Cedar Mountain Advisors
Oregon
$104K
QL
4883
Quarry LP
New York
$103K
HA
4884
Heartland Advisors
Wisconsin
$102K
SFCL
4885
Strengthening Families & Communities LLC
Massachusetts
$102K
GWSG
4886
GPS Wealth Strategies Group
Colorado
$101K
RWS
4887
Retirement Wealth Solutions
Wisconsin
$101K
SA
4888
Seneschal Advisors
Washington
$97.2K
APW
4889
Acima Private Wealth
Virginia
$95.4K
TPBG
4890
Turning Point Benefit Group
Maryland
$92.8K
KCM
4891
Key Capital Management
Tennessee
$90.9K
MIM
4892
Meridiem Investment Management
United Kingdom
$90.2K
DT
4893
DV Trading
Illinois
$90.2K
RWA
4894
Redmont Wealth Advisors
Illinois
$89.2K
UIA
4895
Ulland Investment Advisors
Minnesota
$83K
PCM
4896
Penserra Capital Management
California
$83K
DCM
4897
Disciplina Capital Management
Tennessee
$76.1K
HFS
4898
Horizon Financial Services
North Carolina
$75.5K
NECFA
4899
New England Capital Financial Advisors
Connecticut
$74.6K
CAM
4900
Clarity Asset Management
Iowa
$70.5K