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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
CWM
4976
C2C Wealth Management
Arizona
$200K
DSA
4977
Droms Strauss Advisors
Missouri
$200K
BC
4978
Bayforest Capital
United Kingdom
$197K
T
4979
TOBAM
France
$196K
BCM
4980
Basso Capital Management
Connecticut
$195K
MCM
4981
MidAtlantic Capital Management
Virginia
$193K
AIS
4982
Advocate Investing Services
Maryland
$193K
SAS
4983
Stelac Advisory Services
New York
$190K
MW
4984
Merited Wealth
Florida
$190K
EI
4985
eCIO Inc
Wisconsin
$190K
HHMI
4986
Howard Hughes Medical Institute
Maryland
$189K
GFM
4987
GF Fund Management
China
$189K
WFA
4988
West Financial Advisors
Iowa
$188K
NL
4989
NorthAvenue LLC
Ohio
$188K
SFO
4990
Standard Family Office
South Dakota
$186K
FNWA
4991
Financial Network Wealth Advisors
Utah
$186K
SAM
4992
Sherman Asset Management
California
$184K
CWM
4993
Copia Wealth Management
Oregon
$183K
MAM
4994
Meeder Asset Management
Ohio
$181K
HCM
4995
Horrell Capital Management
Arkansas
$176K
SWA
4996
Strategic Wealth Advisors
Arizona
$161K
AW
4997
Ankerstar Wealth
Texas
$161K
MFT
4998
Moisand Fitzgerald Tamayo
Florida
$160K
DCM
4999
Davis Capital Management
Florida
$159K
LAS
5000
Lloyd Advisory Services
Georgia
$157K