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
BAM
3726
Burkett Asset Management
$881K
HWA
3727
Hillcrest Wealth Advisors
New Jersey
$881K
MWM
3728
Maripau Wealth Management
Indiana
$878K
AIP
3729
Avail Investment Partners
Pennsylvania
$877K
BWM
3730
BCS Wealth Management
Tennessee
$875K
FFL
3731
Financial Freedom LLC
Ohio
$875K
CA
3732
CapWealth Advisors
Tennessee
$875K
PCMC
3733
Paragon Capital Management (Colorado)
Colorado
$873K
SC
3734
Schoolcraft Capital
Colorado
$873K
BDFN
3735
Bond & Devick Financial Network
Minnesota
$872K
TPW
3736
Tiller Private Wealth
Pennsylvania
$868K
PHWM
3737
Pine Harbor Wealth Management
Maryland
$868K
JTWM
3738
Jackson Thornton Wealth Management
Alabama
$868K
RIS
3739
Richmond Investment Services
Wisconsin
$867K
HIW
3740
Holos Integrated Wealth
Pennsylvania
$866K
HA
3741
Hyposwiss Advisors
$863K
IPWA
3742
International Private Wealth Advisors
California
$862K
WWG
3743
West Wealth Group
California
$861K
CIM
3744
Capital Investment Management
Missouri
$860K
LWM
3745
LightSquare Wealth Management
Michigan
$859K
RG
3746
Renaissance Group
Kentucky
$856K
MWM
3747
Maimon Wealth Management
Israel
$856K
RA
3748
Ruggaard & Associates
Ohio
$855K
LRWM
3749
Lord & Richards Wealth Management
Colorado
$852K
IWP
3750
Insight Wealth Partners
Texas
$851K