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
HCM
1001
Hollencrest Capital Management
California
$18.5M
CAM
1002
Close Asset Management
United Kingdom
$18.4M
CCM
1003
Carmel Capital Management
California
$18.3M
Parallax Volatility Advisers
1004
Parallax Volatility Advisers
California
$18.2M
KRS
1005
Kentucky Retirement Systems
Kentucky
$18.1M
RC
1006
Roundview Capital
New Jersey
$18.1M
CCM
1007
Copeland Capital Management
Pennsylvania
$18.1M
FTC
1008
Farmers Trust Company
Ohio
$18.1M
PIM
1009
Plato Investment Management
Australia
$18.1M
FA
1010
Fagan Associates
New York
$18M
MCM
1011
Mitchell Capital Management
Kansas
$18M
CPCM
1012
Cardinal Point Capital Management
Ontario, Canada
$17.9M
BONST
1013
Bank of Nova Scotia Trust
Ontario, Canada
$17.9M
EWA
1014
Exencial Wealth Advisors
Oklahoma
$17.9M
NP
1015
NorthRock Partners
Minnesota
$17.8M
KWA
1016
Kingswood Wealth Advisors
California
$17.7M
AMBIA
1017
Allen Mooney & Barnes Investment Advisors
Georgia
$17.7M
ZIG
1018
Zuckerman Investment Group
Illinois
$17.7M
SAI
1019
Savvy Advisors Inc
New York
$17.7M
WAM
1020
Winslow Asset Management
Ohio
$17.7M
SWP
1021
Strategic Wealth Partners
Ohio
$17.7M
BWM
1022
Buckley Wealth Management
Nevada
$17.7M
TCBWMS
1023
Texas Capital Bank Wealth Management Services
Texas
$17.6M
BG
1024
BDF Gestion
France
$17.6M
SIC
1025
SFE Investment Counsel
California
$17.5M