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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
NWS
5051
Nvest Wealth Strategies
Ohio
$62.2K
HIA
5052
HFM Investment Advisors
New Jersey
$61.9K
CF
5053
Collier Financial
Colorado
$61.3K
VA
5054
Valor Advisors
Florida
$60.9K
CI
5055
Clal Insurance
Israel
$60K
CG
5056
Curat Global
New Hampshire
$58K
NCM
5057
Northwest Capital Management
Oregon
$54.8K
MAS
5058
MPWM Advisory Solutions
Georgia
$52.9K
MGI
5059
Miller Global Investments
Texas
$51.6K
ICCON
5060
Investment Counsel Company of Nevada
Nevada
$51.1K
BFP
5061
Birchwood Financial Partners
Minnesota
$50.9K
CWA
5062
Carolina Wealth Advisors
South Carolina
$50.9K
PSFG
5063
Park Square Financial Group
Georgia
$49.9K
DRP
5064
Decker Retirement Planning
Utah
$48.7K
SC
5065
Swan Capital
Florida
$48.5K
CA
5066
Cresta Advisors
Texas
$48.3K
TFG
5067
Team Financial Group
California
$47.8K
SFS
5068
Sunrise Financial Services
Washington
$47.4K
MBFW
5069
Morton Brown Family Wealth
Pennsylvania
$46.9K
PFO
5070
Pioneer Family Office
Florida
$45.8K
WT
5071
WHI Trust
Illinois
$44.8K
BIM
5072
Breakwater Investment Management
Washington
$43.8K
IPS
5073
Investors Portfolio Services
Washington
$43.8K
MCA
5074
Midwest Capital Advisors
Michigan
$41.8K
HWM
5075
Horizons Wealth Management
North Carolina
$40.3K