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
JAG
926
Journey Advisory Group
Kentucky
$21M
SFO
927
Stenger Family Office
Illinois
$21M
TCM
928
Tufton Capital Management
Maryland
$20.9M
PI
929
PFG Investments
New York
$20.9M
RCYC
930
Richard C. Young & Co
Rhode Island
$20.8M
SWIG
931
Strategic Wealth Investment Group
Kentucky
$20.8M
CIM
932
Courant Investment Management
Tennessee
$20.8M
GG
933
Greenwood Gearhart
Arkansas
$20.8M
SW
934
SteelPeak Wealth
California
$20.8M
JIR
935
James Investment Research
Ohio
$20.7M
DWA
936
Douglass Winthrop Advisors
New York
$20.7M
OCM
937
One Capital Management
California
$20.7M
CDDEC
938
Caisse Des Depots Et Consignations
France
$20.6M
WAP
939
Wealthcare Advisory Partners
Pennsylvania
$20.5M
AIA
940
Allied Investment Advisors
Montana
$20.4M
SAM
941
Strategy Asset Managers
California
$20.4M
ELC
942
Edgar Lomax Company
Virginia
$20.4M
RWA
943
River Wealth Advisors
Pennsylvania
$20.3M
CB
944
Community Bank
New York
$20.3M
WC
945
Woodstock Corp
Massachusetts
$20.3M
AFCM
946
Applied Finance Capital Management
Puerto Rico
$20.1M
MK
947
MASTERINVEST Kapitalanlage
$20.1M
GIM
948
Goelzer Investment Management
Indiana
$20.1M
GGS
949
Galvin Gaustad & Stein
Arizona
$20.1M
TW
950
Trajan Wealth
Arizona
$20M