We are live on ! Find out more
JPM icon

JPMorgan Chase

5,035 hedge funds and large institutions have $572B invested in JPMorgan Chase in 2026 Q1 according to their latest regulatory filings, with 202 funds opening new positions, 2,110 increasing their positions, 2,266 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 → $572B (-$67.4B)

16% less funds holding in top 10

Funds holding in top 10: 937789 (-148)

25% less call options, than puts

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

Holders
5,035
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
789
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
VCP
2826
Vista Capital Partners
Oregon
$2.22M
TWPM
2827
Total Wealth Planning & Management
Florida
$2.22M
BIA
2828
BHK Investment Advisors
Alabama
$2.22M
FWM
2829
Forteris Wealth Management
New York
$2.21M
WFA
2830
WJ Financial Advisors
Connecticut
$2.21M
OL
2831
OneFund LLC
Florida
$2.21M
WCBA
2832
Weaver C. Barksdale & Associates
Tennessee
$2.21M
MAC
2833
Mason & Associates (California)
California
$2.2M
CG
2834
CFO4Life Group
Texas
$2.2M
SPWG
2835
Syntegra Private Wealth Group
Missouri
$2.2M
TWM
2836
Thrive Wealth Management
Pennsylvania
$2.2M
PFW
2837
Petros Family Wealth
Minnesota
$2.19M
1WM
2838
1900 Wealth Management
Texas
$2.19M
AT
2839
Adelphi Trust
Florida
$2.19M
RFP
2840
Root Financial Partners
California
$2.19M
M1FG
2841
Mach-1 Financial Group
Arkansas
$2.18M
GPI
2842
General Partner Inc
Pennsylvania
$2.18M
FOA
2843
Five Oceans Advisors
California
$2.18M
AWM
2844
Atticus Wealth Management
Florida
$2.18M
CAM
2845
CPA Asset Management
Florida
$2.18M
GPA
2846
Garrison Point Advisors
California
$2.18M
SPF
2847
South Plains Financial
Texas
$2.18M
PWP
2848
Phillips Wealth Planners
Mississippi
$2.17M
ANC
2849
Ames National Corp
Iowa
$2.17M
AA
2850
Altman Advisors
Illinois
$2.17M