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
FA
3601
FSA Advisors
Michigan
$990K
GC
3602
Guidance Capital
Kentucky
$990K
PCM
3603
Permanent Capital Management
Illinois
$989K
MAM
3604
Mullooly Asset Management
New Jersey
$988K
BTC
3605
Bank & Trust Company
Illinois
$987K
GWM
3606
Glass Wealth Management
Texas
$987K
NWMG
3607
National Wealth Management Group
Ohio
$986K
JF
3608
Joule Financial
Kentucky
$985K
BW
3609
Bravera Wealth
North Dakota
$982K
RW
3610
Rede Wealth
Virginia
$982K
RA
3611
Riversedge Advisors
Delaware
$982K
PI
3612
Parkside Investments
Illinois
$981K
ACA
3613
Ackerman Capital Advisors
Texas
$981K
BFA
3614
Buttonwood Financial Advisors
Maryland
$981K
VF
3615
Vawter Financial
Ohio
$978K
SSCA
3616
South Shore Capital Advisors
Massachusetts
$978K
MWPCG
3617
Measured Wealth Private Client Group
New Hampshire
$976K
CG
3618
Carmignac Gestion
France
$973K
OWA
3619
Opal Wealth Advisors
New York
$972K
ACA
3620
Ascension Capital Advisors
Texas
$972K
IA
3621
Inspire Advisors
Idaho
$971K
MPW
3622
Magnolia Private Wealth
Pennsylvania
$971K
BFG
3623
Beto Financial Group
Idaho
$969K
TFA
3624
Tranquilli Financial Advisor
New Jersey
$969K
NCM
3625
Next Capital Management
New York
$969K