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JPMorgan Chase
JPM

5,120 hedge funds and large institutions have $640B invested in JPMorgan Chase in 2025 Q4 according to their latest regulatory filings, with 558 funds opening new positions, 1,961 increasing their positions, 2,148 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

520% more first-time investments, than exits

New positions opened: 558 | Existing positions closed: 90

8% more funds holding

Funds holding: 4,751 → 5,120 (+369)

2.03% more ownership

Funds ownership: 71.3% → 73.33% (+2%)

2% more funds holding in top 10

Funds holding in top 10: 920 → 938 (+18)

4% more capital invested

Capital invested by funds: $618B → $640B (+$22B)

9% less repeat investments, than reductions

Existing positions increased: 1,961 | Existing positions reduced: 2,148

10% less call options, than puts

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

Holders
5,120
Holders Change
+369
Holders Change %
+7.77%
% of All Funds
62.26%
Holding in Top 10
938
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+1.96%
% of All Funds
11.41%
New
558
Increased
1,961
Reduced
2,148
Closed
90
Calls
$10.5B
Puts
$11.7B
Net Calls
-$1.22B
Net Calls Change
+$226M

Top Buyers

1
Corient Private Wealth
Corient Private Wealth
Florida
+$3.04B
2
SG Americas Securities
SG Americas Securities
New York
+$1.92B
3
BlackRock
BlackRock
New York
+$745M
4
AAIM
American Assets Investment Management
California
+$645M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$564M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$1.84B
2
Barclays
Barclays
United Kingdom
-$1.34B
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.06B
4
Viking Global Investors
Viking Global Investors
Connecticut
-$976M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$940M
Name Holding Trade Value Shares
Change 		Change in
Stake
FFG
2476
Fortem Financial Group
California
$3.4M +$24.5K +79 +0.8%
FP
2477
Financial Perspectives
Minnesota
$3.4M +$310 +1 +0%
MSWM
2478
McGlone Suttner Wealth Management
Wisconsin
$3.4M -$92K -297 -3%
HBW
2479
Hazlett, Burt & Watson
West Virginia
$3.39M +$13.6K +44 +0.4%
SEEDPG
2480
S.E.E.D. Planning Group
New York
$3.39M -$78.6K -254 -2%
WIA
2481
Westview Investment Advisors
Vermont
$3.39M +$3.26M +10,520 New
BI
2482
Bradyco Inc
Massachusetts
$3.39M -$238K -769 -7%
WWM
2483
Wolff Wiese Magana
California
$3.38M +$84.2K +272 +3%
BWA
2484
Blodgett Wealth Advisors
California
$3.38M +$619 +2 +0%
HCM
2485
HMS Capital Management
Tennessee
$3.38M -$37.2K -120 -1%
LF
2486
Lee Financial
Texas
$3.37M -$376K -1,215 -10%
IWM
2487
Iams Wealth Management
Nebraska
$3.37M +$70.3K +227 +2%
FBT
2488
First Bank & Trust
South Dakota
$3.37M +$125K +404 +4%
SFG
2489
Shum Financial Group
California
$3.37M -$27.2K -88 -0.8%
FFC
2490
First Financial Corp
Indiana
$3.37M -$94.1K -304 -3%
SC
2491
Shuttleworth & Co
Ohio
$3.37M -$45.8K -148 -1%
USWG
2492
U.S. Wealth Group
New York
$3.36M -$30.3K -98 -0.9%
ZCP
2493
Z3 Capital Partners
Virginia
$3.35M +$3.22M +10,410 New
OFS
2494
OMC Financial Services
New York
$3.35M -$10.8K -35 -0.3%
AFA
2495
AA Financial Advisors
Ohio
$3.34M +$138K +447 +5%
TAP
2496
TSG Advice Partners
Ohio
$3.34M +$3.21M +10,360 New
BBP
2497
Banco BTG Pactual
Brazil
$3.33M -$4.65M -15,020 -59%
WCM
2498
WealthBridge Capital Management
Ohio
$3.33M -$13.6K -44 -0.4%
CFG
2499
Cooper Financial Group
California
$3.33M +$350K +1,131 +12%
ACL
2500
Applied Capital LLC
Florida
$3.32M +$5.57K +18 +0.2%
98 99
100
101 102

JPM Hedge Fund Activity: Q4 2025 in Review

5,120 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase (JPM) for Q4 2025, worth a combined $640B — up 3.6% from $618B a quarter earlier.

Buyers outnumbered sellers: 558 funds opened new JPM positions and 90 closed out — a net gain of 468 holders — while 1,961 added to existing stakes and 2,148 trimmed.

The largest buyer was Corient Private Wealth, adding an estimated $3.04B. The largest seller was Capital World Investors, cutting an estimated $1.84B.

  • 5,120 institutional investors held JPMorgan Chase (JPM) as of Q4 2025, up from 4,751 in Q3 2025.
  • Funds reported $640B of JPMorgan Chase stock for Q4 2025, up 3.6% quarter-over-quarter.
  • 558 funds opened new JPMorgan Chase positions in Q4 2025 and 90 closed out, a net change of +468 holders.
  • The largest JPMorgan Chase buyer in Q4 2025 was Corient Private Wealth, an estimated $3.04B added.
  • The largest JPMorgan Chase seller in Q4 2025 was Capital World Investors, an estimated $1.84B sold.

Based on aggregated 13F filings for Q4 2025.