We are live on ! Find out more
JPM icon

JPMorgan Chase

5,045 hedge funds and large institutions have $573B invested in JPMorgan Chase in 2026 Q1 according to their latest regulatory filings, with 204 funds opening new positions, 2,112 increasing their positions, 2,271 reducing their positions, and 177 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

11% less capital invested

Capital invested by funds: $640B → $573B (-$67.4B)

16% less funds holding in top 10

Funds holding in top 10: 939793 (-146)

25% less call options, than puts

Call options by funds: $8.1B | Put options by funds: $10.8B

Holders
5,045
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
793
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$8.1B
Puts
$10.8B
Net Calls
Net Calls Change

Top Buyers

1 +$2.85B
2 +$2.71B
3 +$1.66B
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$922M
5
Two Sigma Investments
Two Sigma Investments
New York
+$884M

Top Sellers

1 -$4.26B
2 -$2.99B
3 -$1.99B
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.29B
5
BlackRock
BlackRock
New York
-$1.02B
Name Holding Trade Value Shares
Change
Change in
Stake
HWA
2476
HHM Wealth Advisors
Tennessee
$3.1M
S
2477
Sunpointe
Missouri
$3.1M
BIA
2478
Bigelow Investment Advisors
Maine
$3.1M
VGDSS
2479
VUB Generali dochodkova spravcovska spolocnost
$3.1M
GG
2480
Gleason Group
Kentucky
$3.09M
GGA
2481
Granite Group Advisors
Connecticut
$3.09M
FSAG
2482
Financial Solutions Advisory Group
Illinois
$3.09M
LIM
2483
Letson Investment Management
Georgia
$3.08M
AFA
2484
AA Financial Advisors
Ohio
$3.08M
WCM
2485
WealthBridge Capital Management
Ohio
$3.08M
JF
2486
JSF Financial
California
$3.08M
SWA
2487
Strategies Wealth Advisors
Michigan
$3.07M
CM
2488
Capula Management
Cayman Islands
$3.06M
Members Trust
2489
Members Trust
Florida
$3.06M
SFG
2490
Shum Financial Group
California
$3.06M
LF
2491
LifeSteps Financial
California
$3.05M
JF
2492
Jump Financial
Illinois
$3.05M
HAM
2493
Harmony Asset Management
Arizona
$3.05M
FWI
2494
Facet Wealth Inc
Maryland
$3.05M
PL
2495
Plancorp LLC
Missouri
$3.05M
CFG
2496
Cooper Financial Group
California
$3.05M
PWAM
2497
Papamarkou Wellner Asset Management
New York
$3.04M
UCB
2498
United Community Bank
South Carolina
$3.04M
CSPIA
2499
Cary Street Partners Investment Advisory
Virginia
$3.04M
ZCP
2500
Z3 Capital Partners
Virginia
$3.04M