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
TPCM
4601
Templeton & Phillips Capital Management
Tennessee
$313K
RS
4602
Retirement Solution
Washington
$313K
TFA
4603
TPG Financial Advisors
Oregon
$312K
LSC
4604
Lesa Sroufe & Co
Washington
$312K
JWM
4605
Jackson Wealth Management
Florida
$312K
UA
4606
URS Advisory
Florida
$312K
TFP
4607
TrueWealth Financial Partners
Washington
$312K
EIA
4608
Eastover Investment Advisors
North Carolina
$311K
NBWM
4609
North Berkeley Wealth Management
California
$311K
CFM
4610
Comprehensive Financial Management
California
$310K
JWM
4611
Johnson Wealth Management
North Dakota
$308K
BBNB
4612
Baker Boyer National Bank
Washington
$307K
PPP
4613
Prism Planning Partners
Illinois
$307K
MGAM
4614
McGowan Group Asset Management
Texas
$307K
AF
4615
AtlasMark Financial
Texas
$306K
CJ
4616
Caitlin John
Michigan
$306K
PCMK
4617
Paragon Capital Management (Kansas)
Kansas
$305K
HA
4618
HFG Advisors
Ohio
$305K
AFO
4619
Arrowroot Family Office
California
$305K
CCP
4620
Clarkston Capital Partners
Michigan
$304K
SA
4621
Skyline Advisors
Washington
$303K
MCIA
4622
Mountain Capital Investment Advisors
Colorado
$301K
CMF
4623
Counterpoint Mutual Funds
California
$299K
NHFG
4624
New Harbor Financial Group
Massachusetts
$299K
BWG
4625
Balanced Wealth Group
Ohio
$299K