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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
AF
2426
Apollon Financial
South Carolina
$3.63M +$533K +1,722 +18%
GMFG
2427
Greater Midwest Financial Group
Minnesota
$3.63M +$127K +411 +4%
AHL
2428
Abel Hall LLC
Louisiana
$3.62M +$1.83M +5,917 +111%
SIS
2429
Sound Income Strategies
Florida
$3.62M +$158K +509 +5%
AFM
2430
Aspetuck Financial Management
Connecticut
$3.62M +$4.95K +16 +0.1%
PCMN
2431
Paradigm Capital Management (Nevada)
Nevada
$3.62M +$121K +392 +4%
FCAS
2432
First Command Advisory Services
Texas
$3.6M +$169K +545 +5%
MFWP
2433
Mosaic Family Wealth Partners
Missouri
$3.6M +$1.26M +4,081 +57%
HNB
2434
Hilltop National Bank
Wyoming
$3.6M +$254K +822 +8%
DAM
2435
Directional Asset Management
Illinois
$3.59M +$3.45M +11,150 New
SFC
2436
SYM Financial Corp
Indiana
$3.58M +$46.4K +150 +1%
QIM
2437
Quantitative Investment Management
Virginia
$3.57M +$2.62M +8,477 +324%
FFA
2438
Fortune Financial Advisors
Kansas
$3.57M +$4.33K +14 +0.1%
EB
2439
Exchange Bank
California
$3.57M -$192K -619 -5%
MWM
2440
MOKAN Wealth Management
Kansas
$3.56M +$524K +1,694 +18%
PNFS
2441
PW Nova Financial Services
Pennsylvania
$3.56M +$3.39M +10,938 New
RWM
2442
Revisor Wealth Management
Ohio
$3.56M +$1.39M +4,494 +65%
RBFC
2443
Roman Butler Fullerton & Co
Missouri
$3.55M +$16.1K +52 +0.4%
BLFG
2444
Brian Low Financial Group
Louisiana
$3.55M +$234K +757 +7%
PFWA
2445
Paces Ferry Wealth Advisors
Georgia
$3.54M -$32.2K -104 -0.9%
WPA
2446
West Paces Advisors
Georgia
$3.54M +$12.4K +40 +0.4%
SA
2447
Scarborough Advisors
Maryland
$3.54M +$1.24K +4 +0%
PWMG
2448
Pinnacle Wealth Management Group
Michigan
$3.54M -$21.1K -68 -0.6%
YP
2449
YANKCOM Partnership
South Dakota
$3.54M -$22K -71 -0.6%
SPWM
2450
Schrum Private Wealth Management
Florida
$3.53M -$1.24K -4 -0%
96 97
98
99 100

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.