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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
SFO
1101
Stokes Family Office
Louisiana
$17.5M
HH
1102
HWG Holdings
Texas
$17.4M
CT
1103
Colonial Trust
South Carolina
$17.3M
VAS
1104
Valicenti Advisory Services
New York
$17.3M
FNA
1105
First National Advisers
Nebraska
$17.2M
AAP
1106
Arax Advisory Partners
Colorado
$17.2M
SWA
1107
Stratos Wealth Advisors
Ohio
$17.1M
HVIA
1108
Hudson Valley Investment Advisors
New York
$17.1M
ECM
1109
EagleClaw Capital Management
Massachusetts
$17M
WPP
1110
Whalerock Point Partners
Rhode Island
$17M
IIM
1111
Intact Investment Management
Quebec, Canada
$17M
WPI
1112
Walter Public Investments
Canada
$17M
ISWM
1113
Intesa Sanpaolo Wealth Management
$17M
LA
1114
Lynch & Associates
Indiana
$17M
CCFCSB
1115
Cape Cod Five Cents Savings Bank
Massachusetts
$16.9M
MPM
1116
Meritage Portfolio Management
Kansas
$16.8M
SIC
1117
Sigma Investment Counselors
Michigan
$16.8M
CCP
1118
Clough Capital Partners
Massachusetts
$16.8M
FM
1119
Foster & Motley
Ohio
$16.7M
NCM
1120
Northside Capital Management
Oregon
$16.7M
SMA
1121
Sage Mountain Advisors
Georgia
$16.7M
OL
1122
one8zero8 LLC
North Carolina
$16.7M
KLCM
1123
KG&L Capital Management
Louisiana
$16.7M
GC
1124
Giverny Capital
Quebec, Canada
$16.7M
Parallax Volatility Advisers
1125
Parallax Volatility Advisers
California
$16.7M