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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
GCM
4876
Gator Capital Management
Florida
$238K
CCM
4877
Chaney Capital Management
Washington
$238K
BBW
4878
Blue Barn Wealth
Utah
$238K
PFS
4879
Professional Financial Solutions
Virginia
$238K
RWP
4880
Ridgeline Wealth Planning
Ohio
$237K
T
4881
Tidemark
California
$237K
PFA
4882
Providence Financial Advisors
Kansas
$236K
FWWM
4883
Fiscal Wisdom Wealth Management
Connecticut
$235K
TSW
4884
Three Seasons Wealth
Utah
$235K
LWMI
4885
Legacy Wealth Management (Idaho)
Idaho
$234K
MFG
4886
Mustico Financial Group
New York
$234K
IP
4887
Integras Partners
Georgia
$234K
SWAG
4888
Spectrum Wealth Advisory Group
California
$234K
GBA
4889
Garrison Bradford & Associates
New York
$234K
CPW
4890
Crestmont Private Wealth
Texas
$233K
NWM
4891
Navigoe Wealth Management
California
$233K
SFA
4892
Seneca Financial Advisors
New York
$233K
GPW
4893
Gray Private Wealth
Massachusetts
$232K
MPW
4894
MA Private Wealth
California
$232K
FPTW
4895
Franklin, Parlapiano, Turner & Welch
Texas
$232K
CA
4896
CV Advisors
Florida
$231K
SB
4897
Semitam Bonam
New York
$231K
TWG
4898
The Wealth Group
Minnesota
$230K
CWA
4899
Cornerstone Wealth Advisors
Minnesota
$229K
BIS
4900
BG Investment Services
Guam
$228K