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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
TCM
4901
Tanaka Capital Management
New York
$67K
PJCC
4902
Phillip James Consulting Co.
Minnesota
$64K
PMIM
4903
Prudent Man Investment Management
Colorado
$62.5K
BMC
4904
Bear Mountain Capital
Washington
$62.5K
NWS
4905
Nvest Wealth Strategies
Ohio
$62.2K
HIA
4906
HFM Investment Advisors
New Jersey
$61.9K
CF
4907
Collier Financial
Colorado
$61.3K
CI
4908
Clal Insurance
Israel
$60K
CG
4909
Curat Global
New Hampshire
$58K
NCM
4910
Northwest Capital Management
Oregon
$54.8K
MAS
4911
MPWM Advisory Solutions
Georgia
$52.9K
MGI
4912
Miller Global Investments
Texas
$51.6K
ICCON
4913
Investment Counsel Company of Nevada
Nevada
$51.1K
BFP
4914
Birchwood Financial Partners
Minnesota
$50.9K
CWA
4915
Carolina Wealth Advisors
South Carolina
$50.9K
PSFG
4916
Park Square Financial Group
Georgia
$49.9K
DRP
4917
Decker Retirement Planning
Utah
$48.7K
SC
4918
Swan Capital
Florida
$48.5K
CA
4919
Cresta Advisors
Texas
$48.3K
TFG
4920
Team Financial Group
California
$47.8K
SFS
4921
Sunrise Financial Services
Washington
$47.4K
MBFW
4922
Morton Brown Family Wealth
Pennsylvania
$46.9K
WT
4923
WHI Trust
Illinois
$44.8K
BIM
4924
Breakwater Investment Management
Washington
$43.8K
IPS
4925
Investors Portfolio Services
Washington
$43.8K