We are live on ! Find out more
JPM icon

JPMorgan Chase

5,044 hedge funds and large institutions have $572B invested in JPMorgan Chase in 2026 Q1 according to their latest regulatory filings, with 204 funds opening new positions, 2,111 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 → $572B (-$67.4B)

16% less funds holding in top 10

Funds holding in top 10: 938792 (-146)

25% less call options, than puts

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

Holders
5,044
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
792
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
PWA
3251
Portus Wealth Advisors
North Carolina
$1.4M
DIP
3252
Davis Investment Partners
North Carolina
$1.4M
RPCONE
3253
Retirement Planning Company of New England
Rhode Island
$1.4M
FPH
3254
Financial Planning Hawaii
Hawaii
$1.4M
AA
3255
AJ Advisors
Tennessee
$1.4M
ODE
3256
O'Domhnaill Enterprises
Wyoming
$1.4M
GWM
3257
Goldenstone Wealth Management
California
$1.4M
ML
3258
Mayport LLC
Massachusetts
$1.4M
DAS
3259
Diversify Advisory Services
Utah
$1.4M
SIG
3260
Spinnaker Investment Group
California
$1.4M
AAA
3261
Andrews Advisory Associates
Hawaii
$1.4M
THCM
3262
Taylor Hoffman Capital Management
Virginia
$1.4M
M
3263
MATAURO
New York
$1.4M
STA
3264
Smith Thornton Advisors
Alabama
$1.4M
4WM
3265
49 Wealth Management
Texas
$1.4M
RWI
3266
Red Wave Investments
Pennsylvania
$1.4M
AIP
3267
Almanack Investment Partners
Pennsylvania
$1.39M
CPC
3268
Consolidated Planning Corp
Georgia
$1.39M
FP
3269
Fiduciary Planning
Florida
$1.39M
SPL
3270
Smart Portfolios LLC
Washington
$1.39M
WF
3271
Womack Financial
Texas
$1.39M
AAG
3272
Armstrong Advisory Group
Massachusetts
$1.39M
PA
3273
PFW Advisors
Georgia
$1.39M
UFA
3274
Unify Financial Advisors
Florida
$1.39M
MAM
3275
Morse Asset Management
Connecticut
$1.38M