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
IA
3626
Inspire Advisors
Idaho
$971K
MPW
3627
Magnolia Private Wealth
Pennsylvania
$971K
BFG
3628
Beto Financial Group
Idaho
$969K
TFA
3629
Tranquilli Financial Advisor
New Jersey
$969K
NCM
3630
Next Capital Management
New York
$969K
MWA
3631
Motive Wealth Advisors
Michigan
$967K
CWM
3632
Concentrum Wealth Management
California
$965K
VW
3633
Vance Wealth
California
$965K
EBSAM
3634
Eubel Brady & Suttman Asset Management
Ohio
$965K
DWM
3635
DecisionMap Wealth Management
Virginia
$965K
AW
3636
Apricus Wealth
South Carolina
$964K
WAM
3637
WealthTrust Asset Management
Florida
$964K
WCG
3638
Weaver Consulting Group
California
$963K
CA
3639
Capital Advantage
California
$963K
SLA
3640
Silver Lake Advisory
Utah
$961K
TC
3641
Tacita Capital
Ontario, Canada
$960K
PCM
3642
Praxis Capital Management
Illinois
$960K
CA
3643
Clune & Associates
Illinois
$960K
CMAI
3644
Capital Management Associates Inc
Minnesota
$959K
WFP
3645
Worthington Financial Partners
Ohio
$958K
PWS
3646
Pursuit Wealth Strategies
North Carolina
$957K
PWM
3647
Partners Wealth Management
California
$955K
IIM
3648
Illumine Investment Management
Washington
$953K
EWP
3649
Elevation Wealth Partners
California
$950K
MAMU
3650
Myriad Asset Management US
Florida
$949K