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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
MIM
4976
Meridiem Investment Management
United Kingdom
$90.2K
DT
4977
DV Trading
Illinois
$90.2K
RWA
4978
Redmont Wealth Advisors
Illinois
$89.2K
UIA
4979
Ulland Investment Advisors
Minnesota
$83K
PCM
4980
Penserra Capital Management
California
$83K
GCM
4981
Gunpowder Capital Management
Maryland
$78.9K
DCM
4982
Disciplina Capital Management
Tennessee
$76.1K
HFS
4983
Horizon Financial Services
North Carolina
$75.5K
NECFA
4984
New England Capital Financial Advisors
Connecticut
$74.6K
CAM
4985
Clarity Asset Management
Iowa
$70.5K
TCM
4986
Tanaka Capital Management
New York
$67K
PJC
4987
Phillip James Consulting
Minnesota
$64K
PMIM
4988
Prudent Man Investment Management
Colorado
$62.5K
BMC
4989
Bear Mountain Capital
Washington
$62.5K
NWS
4990
Nvest Wealth Strategies
Ohio
$62.2K
HIA
4991
HFM Investment Advisors
New Jersey
$61.9K
CF
4992
Collier Financial
Colorado
$61.3K
CI
4993
Clal Insurance
Israel
$60K
CG
4994
Curat Global
New Hampshire
$58K
NCM
4995
Northwest Capital Management
Oregon
$54.8K
MAS
4996
MPWM Advisory Solutions
Georgia
$52.9K
MGI
4997
Miller Global Investments
Texas
$51.6K
ICCON
4998
Investment Counsel Company of Nevada
Nevada
$51.1K
BFP
4999
Birchwood Financial Partners
Minnesota
$50.9K
CWA
5000
Carolina Wealth Advisors
South Carolina
$50.9K