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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
MCA
4926
Midwest Capital Advisors
Michigan
$41.8K
HWM
4927
Horizons Wealth Management
North Carolina
$40.3K
MTI
4928
Merrithew & Thorsten Inc
California
$40K
RPA
4929
Redwood Park Advisors
California
$39K
MAFA
4930
MJT & Associates Financial Advisory
Minnesota
$36.7K
MHIP
4931
Mountain Hill Investment Partners
New Jersey
$32.2K
1L
4932
10Elms LLP
Oklahoma
$32.2K
CIAM
4933
Caitong International Asset Management
Hong Kong
$31.6K
PIS
4934
POM Investment Strategies
North Carolina
$31.1K
EAM
4935
Exane Asset Management
France
$30.3K
GAG
4936
Goodman Advisory Group
Massachusetts
$30K
HAP
4937
Harbor Asset Planning
Massachusetts
$29.4K
WW
4938
Winnow Wealth
Texas
$29.1K
WA
4939
Whipplewood Advisors
Colorado
$28.4K
TWM
4940
Timmons Wealth Management
Massachusetts
$26.7K
FG
4941
Fairman Group
Pennsylvania
$25.1K
PS
4942
PayPay Securities
Japan
$24.5K
AIP
4943
Alexis Investment Partners
Texas
$22.9K
EFMH
4944
E Fund Management (HK)
Hong Kong
$22.2K
T
4945
Transce3nd
Texas
$19.5K
EWA
4946
EQ Wealth Advisors
Texas
$18.4K
MDA
4947
Minot DeBlois Advisors
Massachusetts
$16.1K
CP
4948
Camelot Portfolios
Ohio
$16.1K
LFA
4949
LGT Financial Advisors
Texas
$14.6K
ATC
4950
Advantage Trust Company
Kansas
$14.5K