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
IA
3976
IMZ Advisory
Florida
$687K
CCA
3977
Corps Capital Advisors
Texas
$685K
GPW
3978
Gentry Private Wealth
Kansas
$684K
MAP
3979
Moody Aldrich Partners
Massachusetts
$684K
ASG
3980
Ariston Services Group
California
$683K
E
3981
Entelevest
Florida
$682K
AI
3982
AXS Investments
New York
$682K
WWMP
3983
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$681K
SCI
3984
Silver Coast Investments
United States
$681K
CCMG
3985
Connecticut Capital Management Group
Connecticut
$680K
OIS
3986
OneAscent Investment Solutions
Alabama
$679K
VAF
3987
Values Added Financial
District of Columbia
$679K
AIS
3988
American Investment Services
Massachusetts
$677K
SFG
3989
SNS Financial Group
Minnesota
$676K
OCG
3990
Opus Capital Group
Ohio
$676K
RC
3991
Rexford Capital
Texas
$675K
DF
3992
Dunhill Financial
United Kingdom
$674K
4A
3993
4Wealth Advisors
Illinois
$674K
Blackstone Inc
3994
Blackstone Inc
New York
$673K
PI
3995
Pachira Investments
California
$673K
SIMC
3996
Squire Investment Management Company
Utah
$672K
BBA
3997
Braun-Bostich & Associates
Pennsylvania
$672K
KC
3998
Knuff & Co
California
$671K
BWS
3999
Broadway Wealth Solutions
Texas
$671K
FGI
4000
Foresight Global Investors
New York
$670K