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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
CWM
5026
CarsonAllaria Wealth Management
Illinois
LCM
5027
Laurion Capital Management
New York
VIM
5028
VELA Investment Management
Ohio
SWP
5029
Significant Wealth Partners
Illinois
AFGAS
5030
Allegiance Financial Group Advisory Services
Virginia
BAS
5031
Brueske Advisory Services
Washington
CC
5032
Capstone Capital
Nevada
SWM
5033
Seed Wealth Management
Illinois
CI
5034
Carroll Investors
South Carolina
FRM
5035
Fox Run Management
Connecticut
LKIM
5036
Lawson Kroeker Investment Management
Nebraska
IWA
5037
Integrity Wealth Advisors
California
NCFG
5038
New Century Financial Group
New Jersey
RC
5039
Rahlfs Capital
Texas
AWMNY
5040
Arcadia Wealth Management (New York)
New York
MFS
5041
Miller Financial Services
Michigan
SCA
5042
Stuart Chaussee & Associates
California
FTA
5043
Financial & Tax Architects
Missouri
RW
5044
REDW Wealth
New Mexico
TF
5045
TME Financial
California
BFP
5046
Beacon Financial Planning
Massachusetts
MWP
5047
Meredith Wealth Planning
Illinois
WAOTB
5048
Wealth Advisors of Tampa Bay
Florida
AAG
5049
Accordant Advisory Group
Maryland
MSG
5050
Main Street Group
Virginia