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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
EI
4926
eCIO Inc
Wisconsin
$190K
HHMI
4927
Howard Hughes Medical Institute
Maryland
$189K
GFM
4928
GF Fund Management
China
$189K
WFA
4929
West Financial Advisors
Iowa
$188K
NL
4930
NorthAvenue LLC
Ohio
$188K
SFO
4931
Standard Family Office
South Dakota
$186K
FNWA
4932
Financial Network Wealth Advisors
Utah
$186K
SAM
4933
Sherman Asset Management
California
$184K
CWM
4934
Copia Wealth Management
Oregon
$183K
MAM
4935
Meeder Asset Management
Ohio
$181K
HCM
4936
Horrell Capital Management
Arkansas
$176K
SWA
4937
Strategic Wealth Advisors
Arizona
$161K
AW
4938
Ankerstar Wealth
Texas
$161K
MFT
4939
Moisand Fitzgerald Tamayo
Florida
$160K
DCM
4940
Davis Capital Management
Florida
$159K
LAS
4941
Lloyd Advisory Services
Georgia
$157K
IIM
4942
IFC & Insurance Marketing
California
$156K
VWWMG
4943
Vermillion & White Wealth Management Group
Pennsylvania
$153K
SFAM
4944
Sawyer Falduto Asset Management
Illinois
$153K
CW
4945
Curio Wealth
Maryland
$151K
ICM
4946
Islay Capital Management
Texas
$150K
KI
4947
Keewaydin Investments
New York
$149K
VCMGDR
4948
Vinland Capital Management Gestora de Recursos
Brazil
$139K
MWA
4949
Miller Wealth Advisors
Colorado
$139K
IWM
4950
Inlight Wealth Management
Georgia
$138K