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JPMorgan Chase

5,046 hedge funds and large institutions have $639B invested in JPMorgan Chase in 2025 Q4 according to their latest regulatory filings, with 512 funds opening new positions, 1,949 increasing their positions, 2,139 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 ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

4% more capital invested

Capital invested by funds: $617B → $639B (+$21.8B)

9% less repeat investments, than reductions

Existing positions increased: 1,949 | Existing positions reduced: 2,139

10% less call options, than puts

Call options by funds: $10.5B | Put options by funds: $11.7B

Holders
5,046
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
930
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
LAM
1751
L2 Asset Management
Massachusetts
$7.3M
SLC
1752
Second Line Capital
Louisiana
$7.3M
TM
1753
TigerOak Management
New Mexico
$7.29M
MNBTD
1754
Moody National Bank Trust Division
Texas
$7.28M
SOAMC
1755
Spirit of America Management Corp
New York
$7.28M
HT
1756
Headlands Technologies
Illinois
$7.27M
SS
1757
SBI Securities
Japan
$7.27M
RCWM
1758
Royal Capital Wealth Management
Indiana
$7.27M
UB
1759
Umpqua Bank
Oregon
$7.26M
DA
1760
Dover Advisors
Virginia
$7.26M
AA
1761
ALPS Advisors
Colorado
$7.23M
SWA
1762
SOA Wealth Advisors
New York
$7.22M
WP
1763
WealthPLAN Partners
Nebraska
$7.21M
Financial Engines Advisors
1764
Financial Engines Advisors
California
$7.2M
PCTC
1765
Perkins Coie Trust Company
Washington
$7.19M
ORC
1766
O'Rourke & Company
Massachusetts
$7.18M
MG
1767
Mather Group
Illinois
$7.16M
IFPG
1768
Intrepid Financial Planning Group
Indiana
$7.15M
CFMC
1769
Curbstone Financial Management Corp
New Hampshire
$7.15M
CFP
1770
Catalyst Financial Partners
Massachusetts
$7.15M
AC
1771
Apella Capital
Connecticut
$7.15M
MCB
1772
Morton Community Bank
Illinois
$7.14M
SWM
1773
SeaCrest Wealth Management
New York
$7.12M
TPWA
1774
TRUE Private Wealth Advisors
Oregon
$7.11M
MC
1775
Mathes Company
New York
$7.11M