We are live on ! Find out more
JPM icon

JPMorgan Chase

5,034 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
5,034
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
WWMSC
3176
Wagner Wealth Management (South Carolina)
South Carolina
$1.51M
SCM
3177
Sterneck Capital Management
Missouri
$1.5M
CG
3178
Clarus Group
Texas
$1.5M
DWS
3179
Discipline Wealth Solutions
South Carolina
$1.5M
WAM
3180
Weinberger Asset Management
California
$1.5M
GC
3181
Garde Capital
Washington
$1.49M
SGWP
3182
Sun Group Wealth Partners
California
$1.49M
VCM
3183
Viewpoint Capital Management
Washington
$1.49M
BC
3184
BIT Capital
Germany
$1.49M
TW
3185
ticino wealth
California
$1.49M
SFWC
3186
Strategic Family Wealth Counselors
New Jersey
$1.49M
CWA
3187
Crusonia Wealth Advisors
Colorado
$1.49M
LJHT
3188
Laurie J. Hall Trustee
$1.49M
CSI
3189
Cross Staff Investments
New York
$1.49M
CFA
3190
Collaborative Fund Advisors
Nevada
$1.48M
OPW
3191
Oxler Private Wealth
New York
$1.48M
CWA
3192
CJM Wealth Advisers
Virginia
$1.48M
BAM
3193
Beaumont Asset Management
Texas
$1.48M
MFGM
3194
Marshall Financial Group (Maryland)
Maryland
$1.48M
VDC
3195
Van Diest Capital
Iowa
$1.47M
HP
3196
Holowesko Partners
Bahamas
$1.47M
JC
3197
JBF Capital
Colorado
$1.47M
BA
3198
BCM Advisors
Louisiana
$1.47M
CWM
3199
CCG Wealth Management
California
$1.47M
FA
3200
Forefront Analytics
Pennsylvania
$1.47M