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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
SP
2326
SmartHarvest Portfolios
Washington
$4.02M +$3.87M +12,485 New
ALAM
2327
Asahi Life Asset Management
Japan
$4.02M -$263K -849 -6%
IIA
2328
IPG Investment Advisors
California
$4.01M -$1.7M -5,491 -31%
MCM
2329
Monument Capital Management
Virginia
$4.01M -$59.8K -193 -2%
OCPWS
2330
One Charles Private Wealth Services
Massachusetts
$4.01M -$317K -1,025 -8%
CA
2331
CGN Advisors
Kansas
$4.01M -$73.7K -238 -2%
S
2332
Sunpointe
Missouri
$3.99M +$78.9K +255 +2%
DAS
2333
DMKC Advisory Services
Iowa
$3.99M +$304K +983 +9%
KCM
2334
Kathmere Capital Management
Pennsylvania
$3.99M +$682K +2,203 +22%
AFC
2335
AFT Forsyth & Company
Florida
$3.98M +$7.74K +25 +0.2%
SIA
2336
Sage Investment Advisers
New York
$3.98M +$3.82M +12,349 New
STAS
2337
Strong Tower Advisory Services
Minnesota
$3.97M +$99.7K +322 +3%
AFP
2338
Alpha Financial Partners
Kentucky
$3.96M +$2.95M +9,532 +346%
CCG
2339
Ceeto Capital Group
Florida
$3.96M +$203K +656 +6%
PBO
2340
Peoples Bank (Ohio)
Ohio
$3.95M -$232K -750 -6%
CWA
2341
Consilium Wealth Advisory
Texas
$3.95M +$30.7K +99 +0.8%
LBWM
2342
Left Brain Wealth Management
Illinois
$3.95M +$3.8M +12,266 New
TS
2343
TradeWell Securities
Indiana
$3.94M -$36.2K -117 -0.9%
CCWM
2344
Correct Capital Wealth Management
Missouri
$3.93M +$222K +718 +6%
ACA
2345
Atlas Capital Advisors
Wyoming
$3.93M +$3.78M +12,201 New
GG
2346
Gleason Group
Kentucky
$3.93M +$14.6K +47 +0.4%
EG
2347
Ellerson Group
Maryland
$3.93M – – –
CAM
2348
Cozad Asset Management
Illinois
$3.93M +$66.3K +214 +2%
CFO
2349
CVA Family Office
Colorado
$3.92M +$193K +624 +5%
CPA
2350
Capital Planning Advisors
California
$3.91M +$402K +1,300 +12%
92 93
94
95 96

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.