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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
IIM
5001
IFC & Insurance Marketing
California
$156K
SVWA
5002
Sarver Vrooman Wealth Advisors
Missouri
$153K
VWWMG
5003
Vermillion & White Wealth Management Group
Pennsylvania
$153K
SFAM
5004
Sawyer Falduto Asset Management
Illinois
$153K
CW
5005
Curio Wealth
Maryland
$151K
ICM
5006
Islay Capital Management
Texas
$150K
KI
5007
Keewaydin Investments
New York
$149K
VCMGDR
5008
Vinland Capital Management Gestora de Recursos
Brazil
$139K
MWA
5009
Miller Wealth Advisors
Colorado
$139K
IWM
5010
Inlight Wealth Management
Georgia
$138K
DPW
5011
DiNuzzo Private Wealth
Pennsylvania
$137K
RTL
5012
Red Tortoise LLC
Georgia
$133K
AF
5013
Abound Financial
California
$127K
PP
5014
Paladin Partners
Wisconsin
$124K
PP
5015
Pingora Partners
Wyoming
$121K
KG
5016
Kilter Group
New York
$118K
FGAM
5017
Financial Gravity Asset Management
Texas
$117K
BFS
5018
Bare Financial Services
Pennsylvania
$116K
VEA
5019
Virtus ETF Advisers
New York
$116K
ACM
5020
Anfield Capital Management
California
$113K
FCG
5021
Financial Connections Group
California
$113K
RF
5022
Robbins Farley
New Hampshire
$111K
EPG
5023
Estate Planners Group
Pennsylvania
$108K
SR
5024
Swiss Re
Switzerland
$108K
CCP
5025
Caden Capital Partners
California
$104K