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
KNFPWM
4101
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$583K
CFP
4102
Comprehensive Financial Planning
Pennsylvania
$582K
RFG
4103
REAP Financial Group
Texas
$582K
DP
4104
Denver PWM
Colorado
$580K
RHJA
4105
Rice Hall James & Associates
California
$579K
KA
4106
Kearns & Associates
California
$579K
MSWM
4107
Master's Wealth Management
Pennsylvania
$578K
MAMG
4108
Milestone Asset Management Group
Connecticut
$578K
PSP
4109
Pacific Sage Partners
Washington
$578K
BWA
4110
Bestgate Wealth Advisors
Maryland
$578K
CW
4111
Cedarwood Wealth
Colorado
$578K
JIG
4112
Junk Investment Group
Maryland
$577K
SA
4113
Stewardship Advisors
Pennsylvania
$577K
AFS
4114
Anderson Financial Strategies
Ohio
$576K
BBWP
4115
Beacon Bridge Wealth Partners
Pennsylvania
$574K
TIM
4116
Thornburg Investment Management
New Mexico
$573K
TFA
4117
Toth Financial Advisory
Virginia
$573K
SCFS
4118
Stewardship Concepts Financial Services
Washington
$572K
BIG
4119
Builder Investment Group
Georgia
$572K
WI
4120
WBI Investments
New Jersey
$569K
CFCS
4121
CDM Financial Counseling Services
Connecticut
$569K
LCC
4122
Lincoln Capital Corp
Rhode Island
$566K
ESC
4123
Eurizon SLJ Capital
$565K
SFC
4124
Sprinkle Financial Consultants
Colorado
$565K
BCM
4125
Banyan Capital Management
Georgia
$565K