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JPMorgan Chase

4,965 hedge funds and large institutions have $635B invested in JPMorgan Chase in 2025 Q4 according to their latest regulatory filings, with 465 funds opening new positions, 1,934 increasing their positions, 2,121 reducing their positions, and 88 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 capital invested

Capital invested by funds: $ → $

0% more funds holding in top 10

Funds holding in top 10: 913916 (+3)

9% less repeat investments, than reductions

Existing positions increased: 1,934 | Existing positions reduced: 2,121

11% less call options, than puts

Call options by funds: $10.4B | Put options by funds: $11.6B

Holders
4,965
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
916
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$10.4B
Puts
$11.6B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SP
5001
SIH Partners
Delaware
MC
5002
McCarthy & Cox
Ohio
MMHP
5003
Murphy Middleton Hinkle & Parker
Georgia
SGDR
5004
SPX Gestao de Recursos
Brazil
CAS
5005
CTC Alternative Strategies
Illinois
PCM
5006
Perritt Capital Management
Illinois
BRA
5007
Bender Robert & Associates
California
BC
5008
Bridgefront Capital
Texas
SAM
5009
Strive Asset Management
Ohio
FA
5010
FDx Advisors
Illinois
SM
5011
Stonegate Management
Illinois
NC
5012
NovaPoint Capital
Georgia
SC
5013
SummitTX Capital
Texas
LI
5014
LifeWealth Investments
Florida
1C
5015
111 Capital
France
DO
5016
denkapparat Operations
Germany
ACM
5017
Aquatic Capital Management
Illinois
HWM
5018
Hobbs Wealth Management
Indiana
RLIM
5019
Red Lighthouse Investment Management
New York
CC
5020
Colrain Capital
Massachusetts
APM
5021
Advanced Portfolio Management
New York
NFA
5022
Northwest Financial Advisors
Virginia
MC
5023
Machina Capital
France
PPWM
5024
PFG Private Wealth Management
Florida
ZRP
5025
Zynergy Retirement Planning
New Jersey