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
AFAS
4451
Acorn Financial Advisory Services
Virginia
$381K
CFP
4452
Curran Financial Partners
South Carolina
$381K
RPA
4453
Rock Point Advisors
Vermont
$379K
WFA
4454
Websterrogers Financial Advisors
South Carolina
$379K
MSF
4455
Mustard Seed Financial
Arkansas
$379K
MCM
4456
MontVue Capital Management
Virginia
$378K
HA
4457
Heartland Advisors
Wisconsin
$378K
GC
4458
Gibson Capital
Pennsylvania
$377K
CPA
4459
Cathy Pareto & Associates
Florida
$377K
BNA
4460
BankChampaign National Association
Illinois
$376K
AAS
4461
AdviceOne Advisory Services
Connecticut
$376K
ZWA
4462
Zinnia Wealth Advisory
Florida
$375K
HI
4463
Human Investing
Oregon
$375K
AFS
4464
Axiom Financial Strategies
Indiana
$374K
STCOSD
4465
Sageworth Trust Company of South Dakota
South Dakota
$373K
CWMA
4466
Capstone Wealth Management (Alabama)
Alabama
$373K
LA
4467
Lakeside Advisors
Washington
$373K
HWMT
4468
Heritage Wealth Management (Texas)
Texas
$372K
W
4469
WPWealth
Texas
$372K
MLFP
4470
MPS Loria Financial Planners
Illinois
$372K
ORI
4471
Oak Ridge Investments
Illinois
$372K
AWA
4472
AmeriServ Wealth Advisors
Pennsylvania
$372K
BA
4473
Ballew Advisors
Mississippi
$371K
RWA
4474
Reicon Wealth Advisors
Georgia
$371K
CH
4475
CDKV Holdings
Colorado
$371K