We are live on ! Find out more
JPM icon

JPMorgan Chase

5,045 hedge funds and large institutions have $573B invested in JPMorgan Chase in 2026 Q1 according to their latest regulatory filings, with 204 funds opening new positions, 2,112 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 → $573B (-$67.4B)

16% less funds holding in top 10

Funds holding in top 10: 939793 (-146)

25% less call options, than puts

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

Holders
5,045
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
793
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
BO
2001
Bank OZK
Arkansas
$5.12M
TIA
2002
Tiemann Investment Advisors
California
$5.12M
DWP
2003
Destiny Wealth Partners
Florida
$5.11M
CFFP
2004
Center for Financial Planning
Michigan
$5.11M
GAM
2005
Grandview Asset Management
Pennsylvania
$5.1M
FCFC
2006
First Commonwealth Financial Corp
Pennsylvania
$5.1M
PWM
2007
Pines Wealth Management
North Carolina
$5.09M
SWM
2008
Sculati Wealth Management
Michigan
$5.09M
IP
2009
Investment Partners
Ohio
$5.08M
GEA
2010
Glen Eagle Advisors
New Jersey
$5.08M
RIA
2011
Regal Investment Advisors
Michigan
$5.08M
CWM
2012
Centric Wealth Management
Illinois
$5.08M
QPWM
2013
Quadrant Private Wealth Management
Pennsylvania
$5.07M
CPIA
2014
Cornell Pochily Investment Advisors
New York
$5.07M
GPFA
2015
Game Plan Financial Advisors
Ohio
$5.07M
RFA
2016
Register Financial Advisors
Georgia
$5.06M
SMC
2017
Smith, Moore & Co
Missouri
$5.05M
QWM
2018
Quadcap Wealth Management
Texas
$5.05M
TAM
2019
Titleist Asset Management
Texas
$5.04M
MIA
2020
MeadowBrook Investment Advisors
Michigan
$5.04M
AWM
2021
Affinity Wealth Management
Delaware
$5.04M
BAM
2022
BOCHK Asset Management
Hong Kong
$5.03M
KNW
2023
Kesler Norman & Wride
Utah
$5.03M
Marshall Wace
2024
Marshall Wace
United Kingdom
$5.02M
PPC
2025
Park Place Capital
Alabama
$5.01M