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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
1GI
5026
180 GPS Investments
$104K
CMA
5027
Cedar Mountain Advisors
Oregon
$104K
QL
5028
Quarry LP
New York
$103K
HA
5029
Heartland Advisors
Wisconsin
$102K
SFCL
5030
Strengthening Families & Communities LLC
Massachusetts
$102K
GWSG
5031
GPS Wealth Strategies Group
Colorado
$101K
RWS
5032
Retirement Wealth Solutions
Wisconsin
$101K
SA
5033
Seneschal Advisors
Washington
$97.2K
APW
5034
Acima Private Wealth
Virginia
$95.4K
TPBG
5035
Turning Point Benefit Group
Maryland
$92.8K
KCM
5036
Key Capital Management
Tennessee
$90.9K
MIM
5037
Meridiem Investment Management
United Kingdom
$90.2K
DT
5038
DV Trading
Illinois
$90.2K
RWA
5039
Redmont Wealth Advisors
Illinois
$89.2K
UIA
5040
Ulland Investment Advisors
Minnesota
$83K
PCM
5041
Penserra Capital Management
California
$83K
GCM
5042
Gunpowder Capital Management
Maryland
$78.9K
DCM
5043
Disciplina Capital Management
Tennessee
$76.1K
HFS
5044
Horizon Financial Services
North Carolina
$75.5K
NECFA
5045
New England Capital Financial Advisors
Connecticut
$74.6K
CAM
5046
Clarity Asset Management
Iowa
$70.5K
TCM
5047
Tanaka Capital Management
New York
$67K
PJC
5048
Phillip James Consulting
Minnesota
$64K
PMIM
5049
Prudent Man Investment Management
Colorado
$62.5K
BMC
5050
Bear Mountain Capital
Washington
$62.5K