We are live on ! Find out more
JPM icon

JPMorgan Chase

5,044 hedge funds and large institutions have $572B invested in JPMorgan Chase in 2026 Q1 according to their latest regulatory filings, with 204 funds opening new positions, 2,111 increasing their positions, 2,271 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: 938792 (-146)

25% less call options, than puts

Call options by funds: $8.1B | Put options by funds: $10.8B

Holders
5,044
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
792
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
Financial Engines Advisors
1801
Financial Engines Advisors
California
$6.3M
TCP
1802
TMB Capital Partners
Arkansas
$6.28M
NPT
1803
National Philanthropic Trust
Pennsylvania
$6.28M
IP
1804
Indivisible Partners
Florida
$6.27M
NL
1805
NWAM LLC
Washington
$6.24M
BCFS
1806
Butensky & Cohen Financial Security
Florida
$6.24M
UB
1807
Umpqua Bank
Oregon
$6.24M
FWM
1808
Finer Wealth Management
Massachusetts
$6.23M
CLA
1809
Carnegie Lake Advisors
New Jersey
$6.23M
MPIA
1810
Mountain Pacific Investment Advisers
Idaho
$6.22M
MCM
1811
Marathon Capital Management
Maryland
$6.21M
WC
1812
Wynn Capital
Georgia
$6.21M
HA
1813
Huntleigh Advisors
Missouri
$6.21M
SCM
1814
Seascape Capital Management
New Hampshire
$6.2M
DFA
1815
Delta Financial Advisors
Louisiana
$6.2M
SIAG
1816
Signet Investment Advisory Group
Rhode Island
$6.2M
CCA
1817
Carrera Capital Advisors
Michigan
$6.18M
AIMCA
1818
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$6.18M
VWM
1819
Vertrix Wealth Management
Michigan
$6.17M
SIM
1820
Studio Investment Management
Illinois
$6.17M
IAS
1821
IMA Advisory Services
Colorado
$6.16M
PWA
1822
Providence Wealth Advisors
Illinois
$6.15M
SLT
1823
St Louis Trust
Missouri
$6.15M
NG
1824
Novem Group
New York
$6.14M
PMA
1825
Prudent Man Advisors
Illinois
$6.13M