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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
PSFG
5001
Park Square Financial Group
Georgia
$49.9K
DRP
5002
Decker Retirement Planning
Utah
$48.7K
SC
5003
Swan Capital
Florida
$48.5K
CA
5004
Cresta Advisors
Texas
$48.3K
TFG
5005
Team Financial Group
California
$47.8K
SFS
5006
Sunrise Financial Services
Washington
$47.4K
MBFW
5007
Morton Brown Family Wealth
Pennsylvania
$46.9K
WT
5008
WHI Trust
Illinois
$44.8K
BIM
5009
Breakwater Investment Management
Washington
$43.8K
IPS
5010
Investors Portfolio Services
Washington
$43.8K
MCA
5011
Midwest Capital Advisors
Michigan
$41.8K
HWM
5012
Horizons Wealth Management
North Carolina
$40.3K
MTI
5013
Merrithew & Thorsten Inc
California
$40K
RPA
5014
Redwood Park Advisors
California
$39K
MAFA
5015
MJT & Associates Financial Advisory
Minnesota
$36.7K
OCM
5016
Osbon Capital Management
Massachusetts
$35.1K
MHIP
5017
Mountain Hill Investment Partners
New Jersey
$32.2K
1L
5018
10Elms LLP
Oklahoma
$32.2K
PIS
5019
POM Investment Strategies
North Carolina
$31.1K
EAM
5020
Exane Asset Management
France
$30.3K
GAG
5021
Goodman Advisory Group
Massachusetts
$30K
HAP
5022
Harbor Asset Planning
Massachusetts
$29.4K
WW
5023
Winnow Wealth
Texas
$29.1K
WA
5024
Whipplewood Advisors
Colorado
$28.4K
TWM
5025
Timmons Wealth Management
Massachusetts
$26.7K