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JPMorgan Chase

5,101 hedge funds and large institutions have $640B invested in JPMorgan Chase in 2025 Q4 according to their latest regulatory filings, with 549 funds opening new positions, 1,958 increasing their positions, 2,144 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 → $640B (+$22.4B)

9% less repeat investments, than reductions

Existing positions increased: 1,958 | Existing positions reduced: 2,144

10% less call options, than puts

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

Holders
5,101
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
936
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
AA
1876
Armis Advisers
Georgia
$6.46M
IHL
1877
Investment House LLC
California
$6.45M
KI
1878
KTF Investments
California
$6.45M
NIP
1879
Nicholas Investment Partners
California
$6.43M
HA
1880
Huntleigh Advisors
Missouri
$6.43M
TWP
1881
Tyche Wealth Partners
Texas
$6.43M
MWM
1882
Massachusetts Wealth Management
Massachusetts
$6.43M
WAM
1883
Wakefield Asset Management
Colorado
$6.41M
KP
1884
Keel Point
Alabama
$6.39M
SCM
1885
SOL Capital Management
Maryland
$6.38M
SAM
1886
Synergy Asset Management
Washington
$6.38M
SI
1887
Shaker Investments
Ohio
$6.38M
CA
1888
Continuum Advisory
Idaho
$6.37M
GIM
1889
Gold Investment Management
Alberta, Canada
$6.36M
SWM
1890
Segment Wealth Management
Texas
$6.36M
SLT
1891
St Louis Trust
Missouri
$6.35M
WA
1892
Wasatch Advisors
Utah
$6.34M
IP
1893
Intellectus Partners
California
$6.33M
BWM
1894
BKM Wealth Management
Wisconsin
$6.33M
IP
1895
Indivisible Partners
Florida
$6.33M
MA
1896
MONECO Advisors
Connecticut
$6.31M
PPG
1897
Peak Planning Group
Colorado
$6.3M
SGI
1898
Summit Global Investments
Utah
$6.3M
Edgewood Management
1899
Edgewood Management
Connecticut
$6.29M
NB
1900
Nicolet Bankshares
Wisconsin
$6.28M