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
MWM
4801
Mittelman Wealth Management
Massachusetts
$239K
HC
4802
Headland Capital
South Carolina
$239K
PP
4803
Pearl Planning
Michigan
$238K
DF
4804
DecisionPoint Financial
Arizona
$238K
NWM
4805
Navigate Wealth Management
Alabama
$237K
EPAM
4806
Evelyn Partners Asset Management
$237K
CAM
4807
Cobblestone Asset Management
Virginia
$237K
PPW
4808
PACK Private Wealth
Minnesota
$236K
RA
4809
RiverTree Advisors
Florida
$235K
1NWS
4810
1 North Wealth Services
Maryland
$235K
SF
4811
Schaeffer Financial
Maryland
$235K
FHWM
4812
Fox Hill Wealth Management
Massachusetts
$234K
VFG
4813
V2 Financial group
Illinois
$233K
PCM
4814
Pincus Capital Management
New York
$233K
MW
4815
Marrick Wealth
California
$233K
FA
4816
Financial Avengers
California
$232K
FPTW
4817
Franklin, Parlapiano, Turner & Welch
Texas
$231K
PAM
4818
PVG Asset Management
Colorado
$231K
SP
4819
Sequent Planning
Nebraska
$230K
PWM
4820
Peak Wealth Management
New Hampshire
$229K
CD
4821
Capital Developers
North Carolina
$229K
PFM
4822
Peak Financial Management
Massachusetts
$229K
IC
4823
Iconiq Capital
California
$229K
TWP
4824
TFO Wealth Partners
Ohio
$229K
GF
4825
Goodman Financial
Texas
$229K