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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
SAI
1151
Savvy Advisors Inc
New York
$15.8M
MWM
1152
Marietta Wealth Management
Georgia
$15.8M
YIH
1153
Y-Intercept (HK)
Hong Kong
$15.8M
IPW
1154
Inlet Private Wealth
Florida
$15.7M
NP
1155
NorthRock Partners
Minnesota
$15.7M
FHA
1156
Flagship Harbor Advisors
Massachusetts
$15.7M
WPC
1157
Wedmont Private Capital
Pennsylvania
$15.6M
ACGA
1158
Atlanta Consulting Group Advisors
Georgia
$15.6M
CF
1159
Centaurus Financial
California
$15.6M
RWM
1160
Rench Wealth Management
Texas
$15.6M
BPC
1161
Bearing Point Capital
Minnesota
$15.6M
AWCI
1162
Alpine Woods Capital Investors
New York
$15.6M
PFA
1163
Pure Financial Advisors
California
$15.5M
AAS
1164
Annex Advisory Services
Wisconsin
$15.5M
BIM
1165
Baldwin Investment Management
Pennsylvania
$15.5M
BBL
1166
Beck Bode LLC
Massachusetts
$15.5M
Artisan Partners
1167
Artisan Partners
Wisconsin
$15.4M
BAM
1168
Brave Asset Management
New Jersey
$15.4M
FCT
1169
Family Capital Trust
Massachusetts
$15.4M
ACM
1170
Adalta Capital Management
New York
$15.4M
TCM
1171
Twin Capital Management
Pennsylvania
$15.3M
WSC
1172
Wellington Shields & Co
New York
$15.3M
O
1173
Ossiam
France
$15.3M
SFP
1174
Shepherd Financial Partners
Massachusetts
$15.2M
AA
1175
Altrafin AG
$15.2M