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
B
601
Bailard
California
$44.2M
NAM
602
NorthCrest Asset Manangement
Minnesota
$43.8M
GRQ
603
Gardner Russo & Quinn
Pennsylvania
$43.8M
WAM
604
Wilsey Asset Management
California
$43.7M
BG
605
Bollard Group
Massachusetts
$43.1M
CA
606
CSM Advisors
Pennsylvania
$43.1M
BIP
607
Brandes Investment Partners
California
$42.8M
WAS
608
Wesleyan Assurance Society
United Kingdom
$42.8M
CAM
609
Carret Asset Management
New York
$42.5M
VT
610
Vise Technologies
New York
$42.5M
PCIA
611
Prime Capital Investment Advisors
Kansas
$42.5M
MIA
612
MMBG Investment Advisors
Florida
$42.4M
FFA
613
Farther Finance Advisors
California
$42.2M
FSA
614
Franklin Street Advisors
North Carolina
$42.2M
SMFG
615
Sumitomo Mitsui Financial Group
Japan
$42.1M
RIL
616
Rothschild Investment LLC
Illinois
$42M
MAM
617
Madison Asset Management
Wisconsin
$41.8M
TS
618
Triglav Skladi
Slovenia
$41.7M
OCM
619
Osterweis Capital Management
California
$41.6M
CVA
620
Ceredex Value Advisors
Florida
$41.6M
BWFA
621
Baltimore-Washington Financial Advisors
Maryland
$41.6M
FTWA
622
Fifth Third Wealth Advisors
Ohio
$41.5M
IIM
623
INTECH Investment Management
Florida
$41.5M
SGAM
624
Smith Group Asset Management
Texas
$41.4M
STA
625
Summit Trail Advisors
New York
$41.2M