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
GHI
4751
Gross & Hartman Investments
Pennsylvania
$253K
BFS
4752
Beacon Financial Strategies
North Carolina
$253K
LWA
4753
Lifelong Wealth Advisors
Minnesota
$252K
LWM
4754
Luminvest Wealth Management
Arizona
$252K
FLP
4755
Financial Life Planners
Arizona
$251K
SHFC
4756
Safe Harbor Family Capital
North Carolina
$251K
OFS
4757
Opus Financial Solutions
Illinois
$251K
MWM
4758
Mascagni Wealth Management
Mississippi
$251K
KAS
4759
Kemnay Advisory Services
New York
$250K
PFC
4760
Phocas Financial Corp
California
$250K
SAS
4761
Stelac Advisory Services
New York
$250K
MTC
4762
McDaniel Terry & Co
Texas
$250K
BCWM
4763
Ball & Co Wealth Management
Tennessee
$250K
BWG
4764
Beta Wealth Group
California
$250K
SWM
4765
Schwallier Wealth Management
Michigan
$250K
PC
4766
Parrish Capital
Georgia
$249K
AWMS
4767
Advocacy Wealth Management Services
Georgia
$249K
ACM
4768
Avalon Capital Management
California
$249K
AI
4769
Auour Investments
Massachusetts
$248K
BWA
4770
BCU Wealth Advisors
Illinois
$248K
AW
4771
Avion Wealth
Texas
$248K
QA
4772
Quattro Advisors
Pennsylvania
$248K
CAAM
4773
Cornerstone Advisors Asset Management
Pennsylvania
$248K
FA
4774
Fortis Advisors
Pennsylvania
$248K
JWM
4775
Jacksonville Wealth Management
Florida
$247K