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
FCM
3951
Family Capital Management
Michigan
$705K
TS
3952
Tamar Securities
California
$704K
WAM
3953
Worth Asset Management
Texas
$703K
TCM
3954
Tuttle Capital Management
Connecticut
$703K
WCM
3955
Wallace Capital Management
Texas
$703K
BCM
3956
Boreal Capital Management
Florida
$703K
BWCS
3957
Beirne Wealth Consulting Services
Connecticut
$702K
PWA
3958
Physician Wealth Advisors
Utah
$702K
WWA
3959
Wisconsin Wealth Advisors
Wisconsin
$701K
APWA
3960
Atlas Private Wealth Advisors
New Jersey
$701K
FF
3961
Friday Financial
Iowa
$700K
CFP
3962
Cypress Financial Planning
New Jersey
$700K
PCMM
3963
Piedmont Capital Management (Montana)
Montana
$698K
LCA
3964
Legend Capital Advisors
New York
$698K
BW
3965
Basepoint Wealth
Iowa
$698K
TCMP
3966
Thrive Capital Management (Pennsylvania)
Pennsylvania
$698K
AWP
3967
Avid Wealth Partners
Texas
$695K
CPW
3968
Catalyst Private Wealth
California
$694K
SCM
3969
Stonebridge Capital Management
California
$694K
EWA
3970
Emergent Wealth Advisors
New York
$694K
Betterment LLC
3971
Betterment LLC
New York
$693K
DHC
3972
Drum Hill Capital
Connecticut
$692K
LSA
3973
Lansing Street Advisors
Pennsylvania
$691K
HIS
3974
Harvest Investment Services
Illinois
$691K
AAMG
3975
AMG Asset Management Group
Georgia
$691K