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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
DPW
4951
DiNuzzo Private Wealth
Pennsylvania
$137K
RTL
4952
Red Tortoise LLC
Georgia
$133K
AF
4953
Abound Financial
California
$127K
PP
4954
Pingora Partners
Wyoming
$121K
KG
4955
Kilter Group
New York
$118K
FGAM
4956
Financial Gravity Asset Management
Texas
$117K
BFS
4957
Bare Financial Services
Pennsylvania
$116K
VEA
4958
Virtus ETF Advisers
New York
$116K
ACM
4959
Anfield Capital Management
California
$113K
FCG
4960
Financial Connections Group
California
$113K
RF
4961
Robbins Farley
New Hampshire
$111K
EPGL
4962
Estate Planners Group, LLC
Pennsylvania
$108K
SR
4963
Swiss Re
Switzerland
$108K
CCP
4964
Caden Capital Partners
California
$104K
1GI
4965
180 GPS Investments
$104K
CMA
4966
Cedar Mountain Advisors
Oregon
$104K
QL
4967
Quarry LP
New York
$103K
HA
4968
Heartland Advisors
Wisconsin
$102K
SFCL
4969
Strengthening Families & Communities LLC
Massachusetts
$102K
GWSG
4970
GPS Wealth Strategies Group
Colorado
$101K
RWS
4971
Retirement Wealth Solutions
Wisconsin
$101K
SA
4972
Seneschal Advisors
Washington
$97.2K
APW
4973
Acima Private Wealth
Virginia
$95.4K
TPBG
4974
Turning Point Benefit Group
Maryland
$92.8K
KCM
4975
Key Capital Management
Tennessee
$90.9K