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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
CCM
4901
Collar Capital Management
Wisconsin
$207K
AIM
4902
Arcadia Investment Management
Michigan
$206K
PFA
4903
Pinnacle Family Advisors
Missouri
$205K
BSCCG
4904
Blue Sky Capital Consultants Group
California
$205K
B
4905
BetterWealth
California
$204K
JGUA
4906
John G. Ullman & Associates
New York
$204K
MFG
4907
Mendota Financial Group
Wisconsin
$203K
GW
4908
Graetz Wealth
Michigan
$203K
BIA
4909
Barry Investment Advisors
Massachusetts
$203K
TBC
4910
Ted Buchan & Co
California
$202K
RC
4911
Resolute Capital
South Carolina
$202K
VFIC
4912
Valley Forge Investment Consultants
Pennsylvania
$202K
EIP
4913
Ellis Investment Partners
Pennsylvania
$202K
TWD
4914
True Wealth Design
Ohio
$201K
HCA
4915
Hyperion Capital Advisors
New York
$201K
CWM
4916
C2C Wealth Management
Arizona
$200K
DSA
4917
Droms Strauss Advisors
Missouri
$200K
BC
4918
Bayforest Capital
United Kingdom
$197K
T
4919
TOBAM
France
$196K
BCM
4920
Basso Capital Management
Connecticut
$195K
MCM
4921
MidAtlantic Capital Management
Virginia
$193K
AIS
4922
Advocate Investing Services
Maryland
$193K
SVWA
4923
Sarver Vrooman Wealth Advisors
Missouri
$190K
SAS
4924
Stelac Advisory Services
New York
$190K
MW
4925
Merited Wealth
Florida
$190K