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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
MTI
5076
Merrithew & Thorsten Inc
California
$40K
RPA
5077
Redwood Park Advisors
California
$39K
MAFA
5078
MJT & Associates Financial Advisory
Minnesota
$36.7K
OCM
5079
Osbon Capital Management
Massachusetts
$35.1K
1L
5080
10Elms LLP
Oklahoma
$32.2K
MHIP
5081
Mountain Hill Investment Partners
New Jersey
$32.2K
PIS
5082
POM Investment Strategies
North Carolina
$31.1K
EAM
5083
Exane Asset Management
France
$30.3K
GAG
5084
Goodman Advisory Group
Massachusetts
$30K
HAP
5085
Harbor Asset Planning
Massachusetts
$29.4K
WW
5086
Winnow Wealth
Texas
$29.1K
WA
5087
Whipplewood Advisors
Colorado
$28.4K
TWM
5088
Timmons Wealth Management
Massachusetts
$26.7K
FG
5089
Fairman Group
Pennsylvania
$25.1K
PS
5090
PayPay Securities
Japan
$24.5K
AIP
5091
Alexis Investment Partners
Texas
$22.9K
EFMH
5092
E Fund Management (HK)
Hong Kong
$22.2K
TBFA
5093
Three Bearings Fiduciary Advisors
New Hampshire
$21.4K
T
5094
Transce3nd
Texas
$19.5K
EWA
5095
EQ Wealth Advisors
Texas
$18.4K
CFS
5096
Compass Financial Services
Iowa
$17.8K
MDA
5097
Minot DeBlois Advisors
Massachusetts
$16.1K
CP
5098
Camelot Portfolios
Ohio
$16.1K
LFA
5099
LGT Financial Advisors
Texas
$14.6K
ATC
5100
Advantage Trust Company
Kansas
$14.5K