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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
LA
5101
LM Advisors
California
$13.2K
CJ
5102
Caitlin John
Michigan
$12.7K
JFG
5103
JDM Financial Group
Texas
$11.6K
FF
5104
Friedenthal Financial
New Jersey
$10.6K
BWM
5105
Benson Wealth Management
Tennessee
$10.6K
BGA
5106
Battery Global Advisors
Massachusetts
$7.54K
TIAAOA
5107
Teachers Insurance & Annuity Association of America
New York
$7.09K
FC
5108
Family CFO
California
$6.77K
DWA
5109
Delos Wealth Advisors
Texas
$5.16K
HWM
5110
HighMark Wealth Management
Minnesota
$4.87K
FS
5111
Financially Speaking
Colorado
$4.83K
NA
5112
Networth Advisors
Pennsylvania
$4.19K
IA
5113
IFS Advisors
Kansas
$3.66K
LC
5114
Luminist Capital
Michigan
$1.93K
BGWM
5115
Bridge Generations Wealth Management
Florida
$1.29K
P
5116
Palladiem
Pennsylvania
$1.29K
ADBIC
5117
A.D. Beadell Investment Counsel
Wisconsin
$1.04K
RJA
5118
Ross\Johnson & Associates
Minnesota
$967
MI
5119
Motiv8 Investments
Florida
$168
Zurich Cantonal Bank
5120
Zurich Cantonal Bank
Switzerland
WIM
5121
Waverton Investment Management
United Kingdom
SIG
5122
Senator Investment Group
New York
NCM
5123
Nearwater Capital Markets
Ireland
BJL
5124
Brighton Jones LLC
Washington
Alyeska Investment Group
5125
Alyeska Investment Group
Illinois