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
VAM
4126
Verity Asset Management
North Carolina
$564K
WP
4127
Wealthspan Partners
Iowa
$563K
JAA
4128
Joel Adams & Associates
North Carolina
$559K
FWMM
4129
Foundation Wealth Management (Missouri)
Missouri
$558K
HIS
4130
Horizon Investment Services
Indiana
$557K
RIM
4131
Rockbridge Investment Management
New York
$557K
ICM
4132
Intrepid Capital Management
Florida
$557K
EF
4133
Exeter Financial
Arizona
$556K
LFGO
4134
Legacy Financial Group (Oklahoma)
Oklahoma
$555K
GAFA
4135
Garton & Associates Financial Advisors
Kentucky
$555K
HWM
4136
HFR Wealth Management
New York
$555K
WA
4137
Walsh & Associates
Florida
$555K
HA
4138
Hegarty Advisors
New York
$554K
SWM
4139
Selective Wealth Management
Virginia
$553K
GT
4140
GreatBanc Trust
Illinois
$551K
CWM
4141
Consultiva Wealth Management
Puerto Rico
$551K
CB
4142
Cooke & Bieler
Pennsylvania
$551K
TBWA
4143
Three Bridge Wealth Advisors
California
$550K
RFP
4144
Roth Financial Partners
Texas
$549K
2WWM
4145
21 West Wealth Management
California
$549K
LWA
4146
LifeGoal Wealth Advisors
New York
$549K
TCM
4147
Tradewinds Capital Management
Washington
$549K
WHCI
4148
W.H. Cornerstone Investments
Massachusetts
$548K
OPWM
4149
Oxinas Partners Wealth Management
Indiana
$548K
1L
4150
10Elms LLP
Oklahoma
$548K