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
TFA
2801
Transamerica Financial Advisors
Florida
$2.29M
NWM
2802
Northwest Wealth Management
Iowa
$2.29M
SLP
2803
Storen Legacy Partners
Indiana
$2.29M
WAL
2804
W Advisors LLC
Tennessee
$2.29M
ASBI
2805
American State Bank (Iowa)
Iowa
$2.28M
SR
2806
Syntax Research
Florida
$2.28M
CUAMC
2807
China Universal Asset Management Company
China
$2.28M
GCC
2808
Game Creek Capital
Massachusetts
$2.28M
WA
2809
Westfuller Advisors
New York
$2.28M
LWMNY
2810
Landmark Wealth Management (New York)
New York
$2.28M
GHAM
2811
Gilman Hill Asset Management
Connecticut
$2.28M
CPG
2812
Cornerstone Planning Group
New Jersey
$2.28M
RHIG
2813
R.H. Investment Group
Arizona
$2.28M
PA
2814
Promethium Advisors
Maryland
$2.27M
GTAM
2815
Global Trust Asset Management
Florida
$2.27M
TCOTS
2816
Trust Company of the South
North Carolina
$2.27M
QFW
2817
QTR Family Wealth
Florida
$2.26M
KCM
2818
KRS Capital Management
Michigan
$2.26M
WAM
2819
Weiss Asset Management
Massachusetts
$2.26M
CWM
2820
Castle Wealth Management
Florida
$2.25M
DWM
2821
Defined Wealth Management
Oregon
$2.25M
EAM
2822
Eukles Asset Management
Ohio
$2.24M
WDG
2823
Wealth Dimensions Group
Ohio
$2.24M
HP
2824
Holistic Planning
Texas
$2.24M
SC
2825
Saiph Capital
New Jersey
$2.24M