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
Edgewood Management
1901
Edgewood Management
Connecticut
$5.64M
HWP
1902
Highline Wealth Partners
California
$5.63M
MAMA
1903
Myriad Asset Management Advisors
Florida
$5.63M
VIM
1904
Vista Investment Management
Pennsylvania
$5.62M
CAM
1905
Chesapeake Asset Management
New York
$5.61M
WIC
1906
Wilkins Investment Counsel
Massachusetts
$5.6M
KHCM
1907
Kettle Hill Capital Management
New York
$5.6M
CAC
1908
Certified Advisory Corp
Florida
$5.6M
PWCM
1909
Processus Wealth & Capital Management
Tennessee
$5.6M
ACM
1910
Altrius Capital Management
North Carolina
$5.59M
HL
1911
HeadInvest LLC
Maine
$5.58M
WP
1912
WealthPLAN Partners
Nebraska
$5.58M
HIC
1913
Harvey Investment Company
Kentucky
$5.56M
FTEA
1914
Forty-three Eighteen Advisors
Arkansas
$5.55M
FFS
1915
Fischer Financial Services
Pennsylvania
$5.55M
WC
1916
Waterloo Capital
Texas
$5.54M
WMA
1917
West Michigan Advisors
Michigan
$5.54M
LJAC
1918
L.J. Altfest & Co
New York
$5.54M
VIP
1919
Viewpoint Investment Partners
Alberta, Canada
$5.54M
PNFS
1920
PW Nova Financial Services
Pennsylvania
$5.53M
HFBOT
1921
Home Federal Bank of Tennessee
Tennessee
$5.5M
MSK
1922
Melissa S. Kampmann
$5.5M
LC
1923
Legacy CG
Texas
$5.5M
CH
1924
Canton Hathaway
Rhode Island
$5.5M
SWM
1925
Shrier Wealth Management
California
$5.49M