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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
MLA
2351
MB, Levis & Associates
Pennsylvania
$3.91M -$75.5K -244 -2%
WHC
2352
Wulff, Hansen & Co
California
$3.9M -$40.2K -130 -1%
LWA
2353
Lantern Wealth Advisors
New York
$3.89M +$29.1K +94 +0.8%
MPA
2354
Marvin & Palmer Associates
Delaware
$3.89M -$4.47M -14,431 -54%
VIA
2355
Victrix Investment Advisors
Florida
$3.87M -$50.5K -163 -1%
WCM
2356
Winthrop Capital Management
Indiana
$3.87M -$374K -1,209 -9%
MBWA
2357
Marin Bay Wealth Advisors
California
$3.86M +$3.71M +11,979 New
LC
2358
LCNB Corp
Ohio
$3.86M +$130K +421 +4%
HIMS
2359
Hager Investment Management Services
New Hampshire
$3.86M -$216K -698 -6%
EWA
2360
Etesian Wealth Advisors
Oregon
$3.86M -$104K -336 -3%
SFS
2361
Solitude Financial Services
Virginia
$3.85M +$278K +898 +8%
WMP
2362
Wealth Management Partners
Arizona
$3.84M -$42.1K -136 -1%
CPSC
2363
Carl P. Sherr & Co
Massachusetts
$3.84M -$19.5K -63 -0.5%
LWM
2364
Lakeridge Wealth Management
Ohio
$3.83M +$54.8K +177 +2%
CAIMH
2365
Central Asset Investments & Management Holdings
Hong Kong
$3.83M +$2.02M +6,513 +121%
AF
2366
Aldebaran Financial
$3.83M +$62.5K +202 +2%
SFS
2367
Security Financial Services
Indiana
$3.82M +$18K +58 +0.5%
SC
2368
Sepio Capital
Utah
$3.82M +$1.83M +5,922 +100%
CWP
2369
Core Wealth Partners
California
$3.82M +$55.7K +180 +2%
FWP
2370
Falcon Wealth Planning
California
$3.82M -$570K -1,840 -13%
CAWM
2371
Capital Advisors Wealth Management
Washington
$3.82M +$104K +336 +3%
OCM
2372
Orleans Capital Management
Louisiana
$3.81M -$5.88K -19 -0.2%
DCM
2373
Davidson Capital Management
Texas
$3.81M +$129K +417 +4%
MAG
2374
Meadowbrook Advisors Group
New Jersey
$3.8M +$3.66M +11,807 New
WDC
2375
Woodward Diversified Capital
California
$3.79M +$22K +71 +0.6%
93 94
95
96 97

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.