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
CGPCS
701
Capital Group Private Client Services
California
$33.1M
HSA
702
HBK Sorce Advisory
Pennsylvania
$33M
PCMF
703
Private Capital Management (Florida)
Florida
$32.9M
SIA
704
Sit Investment Associates
Minnesota
$32.9M
SBCM
705
Schwerin Boyle Capital Management
Massachusetts
$32.8M
NRG
706
Nemes Rush Group
Michigan
$32.8M
TF
707
Talbot Financial
Washington
$32.7M
AWAG
708
ARS Wealth Advisors Group
Florida
$32.6M
OPCM
709
Osborne Partners Capital Management
California
$32.6M
JPMIA
710
J.P. Marvel Investment Advisors
Massachusetts
$32.5M
RMC
711
Resources Management Corp
Connecticut
$32.5M
CTA
712
Colonial Trust Advisors
South Carolina
$32.4M
HFS
713
Hantz Financial Services
Michigan
$32.4M
SCM
714
SCS Capital Management
Massachusetts
$32.3M
AIMC
715
Alley Investment Management Company
Illinois
$32.3M
PMG
716
Private Management Group
California
$32.3M
CANC
717
Culbertson A N & Co
Virginia
$32.2M
OIA
718
OneDigital Investment Advisors
Kansas
$31.9M
ECM
719
Evergreen Capital Management
Washington
$31.9M
SBH
720
Segall Bryant & Hamill
Illinois
$31.9M
CAM
721
Congress Asset Management
Massachusetts
$31.7M
SCA
722
Stillwater Capital Advisors
Pennsylvania
$31.6M
DR
723
Davis Rea
Ontario, Canada
$31.5M
OA
724
Oak Associates
Ohio
$31.5M
GI
725
GAMMA Investing
California
$31.5M