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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
SCM
1826
Seascape Capital Management
New Hampshire
$6.74M
TCP
1827
TMB Capital Partners
Arkansas
$6.74M
SFA
1828
Souders Financial Advisors
Ohio
$6.71M
I
1829
InvesTrust
Oklahoma
$6.7M
NG
1830
Novem Group
New York
$6.7M
PCM
1831
Princeton Capital Management
New Jersey
$6.69M
SIA
1832
SGL Investment Advisors
Montana
$6.69M
PIWA
1833
Prevail Innovative Wealth Advisors
Kansas
$6.69M
M1FG
1834
Mach-1 Financial Group
Arkansas
$6.67M
William Blair Investment Management
1835
William Blair Investment Management
Illinois
$6.67M
AWE
1836
Avidian Wealth Enterprises
Texas
$6.67M
NL
1837
NWAM LLC
Washington
$6.66M
CLA
1838
Carnegie Lake Advisors
New Jersey
$6.66M
WIM
1839
Wittenberg Investment Management
Massachusetts
$6.66M
AIM
1840
Aspen Investment Management
Michigan
$6.66M
CVA
1841
Central Valley Advisors
California
$6.66M
WPW
1842
Waldron Private Wealth
Pennsylvania
$6.66M
EWM
1843
EPG Wealth Management
Georgia
$6.66M
AIM
1844
Acropolis Investment Management
Missouri
$6.63M
IUHSA
1845
Itau Unibanco Holding S.A.
Brazil
$6.62M
ZIG
1846
Zullo Investment Group
Pennsylvania
$6.62M
GCM
1847
Gables Capital Management
Florida
$6.61M
CCWM
1848
Cassaday & Co Wealth Management
Virginia
$6.61M
DA
1849
Doliver Advisors
Texas
$6.6M
RDFA
1850
Ritter Daniher Financial Advisory
Ohio
$6.59M