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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
RFA
2501
ROI Financial Advisors
Oregon
$3.32M +$69K +223 +2%
CAM
2502
Clark Asset Management
New Hampshire
$3.32M +$735K +2,375 +30%
PCS
2503
Personal CFO Solutions
New Jersey
$3.32M -$88.2K -285 -3%
FF
2504
Farrow Financial
Vermont
$3.32M +$17.6K +57 +0.6%
NCM
2505
Neumann Capital Management
California
$3.32M -$15.5K -50 -0.5%
BAM
2506
Byrne Asset Management
New Jersey
$3.31M -$16.4K -53 -0.5%
HAM
2507
Harmony Asset Management
Arizona
$3.31M -$55.1K -178 -2%
SWA
2508
Strategies Wealth Advisors
Michigan
$3.31M +$208K +673 +7%
CAM
2509
Cacti Asset Management
Georgia
$3.31M -$61.9K -200 -2%
AGP
2510
Aspire Growth Partners
Florida
$3.3M +$99.7K +322 +3%
ACM
2511
Arcataur Capital Management
Wisconsin
$3.29M -$6.19K -20 -0.2%
BWA
2512
Basecamp Wealth Advisors
Washington
$3.28M +$3.15M +10,184 New
KSB
2513
Kennebec Savings Bank
Maine
$3.28M -$75.2K -243 -2%
CSPIA
2514
Cary Street Partners Investment Advisory
Virginia
$3.28M +$173K +559 +6%
SIG
2515
Sky Investment Group
Connecticut
$3.28M -$1.24K -4 -0%
IP
2516
Ignite Planners
California
$3.28M -$111K -357 -3%
SFG
2517
SageGuard Financial Group
Tennessee
$3.28M +$3.15M +10,175 New
CAL
2518
Capital Advisors Ltd
Ohio
$3.28M -$113K -366 -3%
VGDSS
2519
VUB Generali dochodkova spravcovska spolocnost
$3.26M +$3.14M +10,130 New
BMWS
2520
Brady Martz Wealth Solutions
North Dakota
$3.26M -$346K -1,117 -10%
OKSA
2521
O'Keefe Stevens Advisory
New York
$3.26M +$100K +323 +3%
MW
2522
Maia Wealth
Colorado
$3.25M +$325K +1,050 +11%
DWM
2523
Ducere Wealth Management
California
$3.25M +$3.13M +10,100 New
JF
2524
JSF Financial
California
$3.25M -$39K -126 -1%
BST
2525
Bath Savings Trust
Maine
$3.25M -$10.2K -33 -0.3%
99 100
101
102 103

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.