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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
AM
2251
Account Management
Massachusetts
$4.35M – – –
HCM
2252
Highview Capital Management
Illinois
$4.35M +$38.1K +123 +0.9%
VCM
2253
Vines Capital Management
Louisiana
$4.35M +$4.18M +13,510 New
BFA
2254
Benedict Financial Advisors
Georgia
$4.34M +$123K +398 +3%
PMA
2255
Prudent Man Advisors
Illinois
$4.34M -$75.5K -244 -2%
AA
2256
Advisory Alpha
Michigan
$4.32M +$186K +602 +5%
CA
2257
Cornerstone Advisory
Maryland
$4.31M -$39.9K -129 -1%
SA
2258
Sovran Advisors
California
$4.3M +$1.21M +3,894 +39%
WC
2259
Weil Company
California
$4.3M -$368K -1,187 -8%
NAMP
2260
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$4.29M – – –
TIA
2261
Traphagen Investment Advisors
New Jersey
$4.29M +$77.4K +250 +2%
LWP
2262
LMG Wealth Partners
Louisiana
$4.29M +$6.81K +22 +0.2%
PCA
2263
Purkiss Capital Advisors
Connecticut
$4.27M +$37.2K +120 +0.9%
AOWM
2264
Asset One Wealth Management
Washington
$4.27M +$4.29M +13,857 New
JKA
2265
Jones Kertz & Associates
Minnesota
$4.27M +$4.1M +13,244 New
TPW
2266
Turn8 Private Wealth
$4.26M -$15.8K -51 -0.4%
SAMT
2267
Select Asset Management & Trust
Pennsylvania
$4.25M -$19.5K -63 -0.5%
PUI
2268
Purpose Unlimited Inc
$4.25M +$4.08M +13,190 New
FDS
2269
First Dallas Securities
Texas
$4.24M -$201K -649 -5%
FNBOH
2270
First National Bank of Hutchinson
Kansas
$4.24M +$96.3K +311 +2%
GFPC
2271
Global Financial Private Client
Florida
$4.24M +$23.8K +77 +0.6%
AWC
2272
Abundance Wealth Counselors
Pennsylvania
$4.22M +$23.2K +75 +0.6%
WA
2273
Wealth Architects
California
$4.22M -$70K -226 -2%
OWP
2274
ORG Wealth Partners
Texas
$4.22M +$107K +346 +3%
GWM
2275
GSB Wealth Management
Connecticut
$4.21M -$57.6K -186 -1%
89 90
91
92 93

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.