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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
RIG
4901
Renaissance Investment Group
Massachusetts
$227K
PD
4902
Planning Directions
Pennsylvania
$227K
OWCM
4903
One Wealth Capital Management
Arizona
$227K
HFO
4904
Heritage Family Offices
Arizona
$227K
QA
4905
Quattro Advisors
Pennsylvania
$226K
FAM
4906
Forte Asset Management
New York
$226K
VFG
4907
V2 Financial group
Illinois
$226K
SPWM
4908
Smith Partners Wealth Management
North Carolina
$226K
CCMI
4909
Creative Capital Management Investments
California
$225K
CIS
4910
Continental Investors Services
Washington
$225K
IIA
4911
Integrity Investment Advisors
Colorado
$224K
FWP
4912
Forefront Wealth Partners
Texas
$224K
AAMC
4913
Asset Allocation & Management Company
Illinois
$224K
PFA
4914
Peak Financial Advisors
Colorado
$224K
CWM
4915
Cedar Wealth Management
California
$223K
MFF
4916
Michels Family Financial
Texas
$223K
ODFS
4917
O'Donnell Financial Services
California
$223K
BWG
4918
Beta Wealth Group
California
$222K
MAM
4919
Marquette Asset Management
Minnesota
$222K
CIM
4920
Confluence Investment Management
Missouri
$221K
PWA
4921
Primoris Wealth Advisors
Florida
$220K
BI
4922
Breachway Investments
Rhode Island
$220K
SFP
4923
Strategic Financial Partners
Oregon
$220K
SWM
4924
Salvus Wealth Management
New Jersey
$219K
FFG
4925
Foundry Financial Group
New Hampshire
$218K