JPM icon

JPMorgan Chase

5,012 hedge funds and large institutions have $639B invested in JPMorgan Chase in 2025 Q4 according to their latest regulatory filings, with 494 funds opening new positions, 1,943 increasing their positions, 2,130 reducing their positions, and 89 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 funds holding in top 10

Funds holding in top 10:

4% more capital invested

Capital invested by funds: $617B → $639B (+$22.3B)

9% less repeat investments, than reductions

Existing positions increased: 1,943 | Existing positions reduced: 2,130

11% less call options, than puts

Call options by funds: $10.4B | Put options by funds: $11.6B

Holders
5,012
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
926
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
NAAA
1001
New Age Alpha Advisors
New York
$20.4M
SFO
1002
Stenger Family Office
Illinois
$20.4M
JAM
1003
JCIC Asset Management
Ontario, Canada
$20.4M
MIC
1004
Means Investment Company
Maine
$20.4M
NG
1005
NatWest Group
United Kingdom
$20.4M
BRWA
1006
B. Riley Wealth Advisors
Florida
$20.2M
WAM
1007
Winslow Asset Management
Ohio
$20.2M
CAM
1008
Close Asset Management
United Kingdom
$20.2M
TW
1009
Trajan Wealth
Arizona
$20.1M
CCM
1010
Carmel Capital Management
California
$20.1M
LTI
1011
Laffer Tengler Investments
Tennessee
$20M
SB
1012
Simmons Bank
Arkansas
$20M
CWG
1013
Cornerstone Wealth Group
North Carolina
$20M
RC
1014
Roundview Capital
New Jersey
$20M
TCBWMS
1015
Texas Capital Bank Wealth Management Services
Texas
$19.9M
ERIC
1016
Eagle Rock Investment Company
Georgia
$19.9M
SBF
1017
Sara-Bay Financial
Florida
$19.9M
FA
1018
Fagan Associates
New York
$19.8M
CTC (Chicago Trading Company)
1019
CTC (Chicago Trading Company)
Illinois
$19.8M
Jacobs Levy Equity Management
1020
Jacobs Levy Equity Management
New Jersey
$19.8M
CCM
1021
Copeland Capital Management
Pennsylvania
$19.8M
KWA
1022
Kingswood Wealth Advisors
California
$19.7M
ZIG
1023
Zuckerman Investment Group
Illinois
$19.7M
SIC
1024
SFE Investment Counsel
California
$19.6M
PIM
1025
Plato Investment Management
Australia
$19.5M