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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
FG
5026
Fairman Group
Pennsylvania
$25.1K
PS
5027
PayPay Securities
Japan
$24.5K
AIP
5028
Alexis Investment Partners
Texas
$22.9K
EFMH
5029
E Fund Management (HK)
Hong Kong
$22.2K
T
5030
Transce3nd
Texas
$19.5K
EWA
5031
EQ Wealth Advisors
Texas
$18.4K
CFS
5032
Compass Financial Services
Iowa
$17.8K
MDA
5033
Minot DeBlois Advisors
Massachusetts
$16.1K
CP
5034
Camelot Portfolios
Ohio
$16.1K
LFA
5035
LGT Financial Advisors
Texas
$14.6K
ATC
5036
Advantage Trust Company
Kansas
$14.5K
LA
5037
LM Advisors
California
$13.2K
CJ
5038
Caitlin John
Michigan
$12.7K
JFG
5039
JDM Financial Group
Texas
$11.6K
FF
5040
Friedenthal Financial
New Jersey
$10.6K
BWM
5041
Benson Wealth Management
Tennessee
$10.6K
BGA
5042
Battery Global Advisors
Massachusetts
$7.54K
TIAAOA
5043
Teachers Insurance & Annuity Association of America
New York
$7.09K
FC
5044
Family CFO
California
$6.77K
DWA
5045
Delos Wealth Advisors
Texas
$5.16K
HWM
5046
HighMark Wealth Management
Minnesota
$4.87K
FS
5047
Financially Speaking
Colorado
$4.83K
NA
5048
Networth Advisors
Pennsylvania
$4.19K
IA
5049
IFS Advisors
Kansas
$3.66K
LC
5050
Luminist Capital
Michigan
$1.93K