We are live on ! Find out more
JPM icon

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
CA
2376
Cannon Advisors
North Carolina
$3.79M -$252K -814 -6%
IC
2377
Inscription Capital
Texas
$3.78M -$12.7K -41 -0.3%
TCWM
2378
Total Clarity Wealth Management
Illinois
$3.77M +$1.24K +4 +0%
CE
2379
Cornerstone Enterprises
Wisconsin
$3.77M +$583K +1,882 +19%
CPC
2380
Cookson Peirce & Co
Pennsylvania
$3.76M +$96.9K +313 +3%
CFA
2381
Churchill Financial Advisors
Kentucky
$3.76M +$3.61M +11,669 New
CFS
2382
CRA Financial Services
New Jersey
$3.76M +$12.4K +40 +0.3%
VC
2383
Vicus Capital
Pennsylvania
$3.76M -$358K -1,155 -9%
Aristotle Capital Management
2384
Aristotle Capital Management
California
$3.75M -$159K -514 -4%
EHWM
2385
Eads & Heald Wealth Management
Georgia
$3.75M -$101K -326 -3%
ILI
2386
Invesco LLC (Illinois)
Illinois
$3.75M -$221K -713 -6%
GCM
2387
GKV Capital Management
California
$3.75M +$300K +970 +9%
SAM
2388
Summit Asset Management
Tennessee
$3.74M +$3.71K +12 +0.1%
BWM
2389
BCGM Wealth Management
Indiana
$3.74M -$1.29M -4,179 -26%
CA
2390
Calton & Associates
Florida
$3.73M +$46.1K +149 +1%
BRPW
2391
Ballast Rock Private Wealth
South Carolina
$3.73M +$3.58M +11,574 New
GCA
2392
Gallagher Capital Advisors
Texas
$3.73M -$175K -566 -5%
BFA
2393
Beacon Financial Advisory
Ohio
$3.73M -$790K -2,551 -18%
MCWA
2394
Meadow Creek Wealth Advisors
Georgia
$3.72M -$35K -113 -1%
FH
2395
FWG Holdings
Florida
$3.72M -$15.8K -51 -0.4%
MCM
2396
Mainstay Capital Management
Michigan
$3.71M +$24.1K +78 +0.7%
SWR
2397
Spahn Wealth & Retirement
Arizona
$3.71M +$50.5K +163 +1%
VNA
2398
Valley National Advisers
Pennsylvania
$3.71M +$254K +822 +8%
SCG
2399
Sonata Capital Group
Washington
$3.71M +$220K +710 +7%
PHS
2400
Pekin Hardy Strauss
Illinois
$3.71M +$441K +1,426 +14%
94 95
96
97 98

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.