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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
PPWM
5176
PFG Private Wealth Management
Florida
ZRP
5177
Zynergy Retirement Planning
New Jersey
CWM
5178
CarsonAllaria Wealth Management
Illinois
LCM
5179
Laurion Capital Management
New York
VIM
5180
VELA Investment Management
Ohio
SWP
5181
Significant Wealth Partners
Illinois
AFGAS
5182
Allegiance Financial Group Advisory Services
Virginia
BAS
5183
Brueske Advisory Services
Washington
CC
5184
Capstone Capital
Nevada
SWM
5185
Seed Wealth Management
Illinois
CI
5186
Carroll Investors
South Carolina
FRM
5187
Fox Run Management
Connecticut
LKIM
5188
Lawson Kroeker Investment Management
Nebraska
IWA
5189
Integrity Wealth Advisors
California
NCFG
5190
New Century Financial Group
New Jersey
RC
5191
Rahlfs Capital
Texas
AWMNY
5192
Arcadia Wealth Management (New York)
New York
MFS
5193
Miller Financial Services
Michigan
SCA
5194
Stuart Chaussee & Associates
California
FTA
5195
Financial & Tax Architects
Missouri
RW
5196
REDW Wealth
New Mexico
TF
5197
TME Financial
California
BFP
5198
Beacon Financial Planning
Massachusetts
MWP
5199
Meredith Wealth Planning
Illinois
WAOTB
5200
Wealth Advisors of Tampa Bay
Florida