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
ESB
1576
Essex Savings Bank
Connecticut
$8.08M
CIG
1577
Consolidated Investment Group
Colorado
$8.08M
CWM
1578
Cornerstone Wealth Management
Missouri
$8.07M
CIAS
1579
Capital Investment Advisory Services
North Carolina
$8.06M
SI
1580
Sava Infond
Slovenia
$8.06M
HIC
1581
Holderness Investments Company
North Carolina
$8.05M
BIM
1582
Brentview Investment Management
Illinois
$8.04M
UHC
1583
Union Heritage Capital
Michigan
$8.03M
CWM
1584
Connecticut Wealth Management
Connecticut
$8.03M
MA
1585
Modus Advisors
Minnesota
$8.01M
ZF
1586
Zhang Financial
Michigan
$8M
OFA
1587
Oak Family Advisors
Illinois
$7.98M
RBC
1588
Romano Brothers & Co
Illinois
$7.98M
DE
1589
Diversified Enterprises
Delaware
$7.98M
CFIA
1590
Cantor Fitzgerald Investment Advisors
New York
$7.95M
MCCA
1591
Mill Creek Capital Advisors
Pennsylvania
$7.95M
EFG
1592
Everhart Financial Group
Ohio
$7.93M
HCM
1593
Hengehold Capital Management
Ohio
$7.93M
CWM
1594
CMH Wealth Management
New Hampshire
$7.92M
BMA
1595
Brooks Moore & Associates
Tennessee
$7.9M
ADL
1596
Asset Dedication LLC
California
$7.9M
IAMOG
1597
Investors Asset Management of Georgia
Georgia
$7.9M
SCM
1598
Sitrin Capital Management
California
$7.89M
MA
1599
MCF Advisors
Kentucky
$7.88M
NW
1600
Naviter Wealth
Arkansas
$7.88M