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
WWM
4276
Wiser Wealth Management
Georgia
$481K
SIS
4277
Strategic Investment Solutions
Illinois
$480K
2L
4278
25 LLC
Missouri
$480K
GWSA
4279
Global Wealth Strategies & Associates
Colorado
$479K
SWIA
4280
Solano Wealth Investment Advisors
California
$478K
CHWM
4281
Cauble & Harre Wealth Management
Missouri
$476K
LFASL
4282
Lugano Financial Advisors SA (LFA)
Switzerland
$475K
VBFP
4283
Valtinson Bruner Financial Planning
Minnesota
$475K
CFS
4284
Cannon Financial Strategists
Georgia
$474K
GFL
4285
Granite FO LLC
New Hampshire
$473K
SFMG
4286
Sage Financial Management Group
Virginia
$473K
FSBI
4287
Fearless Solutions (Best Invest)
Texas
$472K
GGI
4288
Godsey & Gibb Inc
Virginia
$471K
TWM
4289
Trevian Wealth Management
Massachusetts
$471K
HWMC
4290
Heritage Wealth Management (California)
California
$471K
LIA
4291
Luken Investment Analytics
Tennessee
$470K
BFAG
4292
Blackston Financial Advisory Group
Florida
$470K
QWM
4293
Quaker Wealth Management
New Jersey
$470K
SHWM
4294
Smith & Howard Wealth Management
Georgia
$469K
BWP
4295
BlueStem Wealth Partners
Minnesota
$468K
CP
4296
Clarendon Private
Massachusetts
$467K
AAMC
4297
Asset Allocation & Management Company
Illinois
$467K
BWM
4298
Boyd Wealth Management
California
$466K
BAM
4299
Belleair Asset Management
Florida
$466K
LD
4300
Lipe & Dalton
New York
$466K