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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
TGIA
4926
Torrey Growth & Income Advisors
California
$218K
KRW
4927
Kaufman Rossin Wealth
Florida
$218K
GWM
4928
Greenhouse Wealth Management
Connecticut
$217K
TCFP
4929
Treasure Coast Financial Planning
Florida
$217K
AWA
4930
Argo Wealth Advisory
Virginia
$217K
TR
4931
Tepp RIA
New Jersey
$217K
SG
4932
Somerset Group
Minnesota
$216K
GWMI
4933
Guardian Wealth Management (Illinois)
Illinois
$216K
PWA
4934
Provenance Wealth Advisors
Florida
$215K
CT
4935
ClearAlpha Technologies
Connecticut
$215K
ACA
4936
Aspire Capital Advisors
Washington
$215K
CA
4937
Chatterton & Associates
California
$214K
PM
4938
Penbrook Management
New York
$213K
EWM
4939
Evolution Wealth Management
Florida
$212K
CPP
4940
Capasso Planning Partners
South Carolina
$212K
PF
4941
Penney Financial
Texas
$212K
EWA
4942
Exit Wealth Advisors
Georgia
$212K
TCTWM
4943
Three Cord True Wealth Management
Pennsylvania
$211K
CIM
4944
Corbyn Investment Management
Maryland
$211K
AA
4945
Advisory Advocates
Michigan
$211K
SS
4946
Sound Stewardship
Kansas
$211K
CCM
4947
Carderock Capital Management
Maryland
$211K
TWM
4948
Trinity Wealth Management
Pennsylvania
$210K
EA
4949
Evolution Advisers
Virginia
$209K
JBA
4950
Johnson Bixby & Associates
Washington
$209K