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
RE
2051
Rydar Equities
Texas
$4.84M
VFA
2052
Voya Financial Advisors
Connecticut
$4.84M
VFM
2053
Vision Financial Markets
Connecticut
$4.83M
MIM
2054
Marshall Investment Management
Colorado
$4.82M
ZI
2055
ZEGA Investments
Florida
$4.81M
CCM
2056
Condor Capital Management
New Jersey
$4.79M
TCM
2057
Tandem Capital Management
New Jersey
$4.77M
RFA
2058
Resurgent Financial Advisors
Georgia
$4.75M
FCA
2059
FLC Capital Advisors
California
$4.74M
LFP
2060
Leeward Financial Partners
Washington
$4.74M
MC
2061
Martin & Co
Tennessee
$4.74M
PL
2062
Perpetual Ltd
Australia
$4.74M
CTC
2063
Cetera Trust Company
Minnesota
$4.73M
HVP
2064
Hudson Value Partners
Florida
$4.73M
BFPW
2065
BOK Financial Private Wealth
Colorado
$4.72M
WA
2066
Wealth Alliance
New York
$4.71M
LGA
2067
Lebenthal Global Advisors
New York
$4.71M
CFA
2068
Churchill Financial Advisors
Kentucky
$4.71M
FAMI
2069
Fideuram Asset Management (Ireland)
$4.7M
BFA
2070
Beaumont Financial Advisors
Massachusetts
$4.7M
CC
2071
Centiva Capital
New York
$4.7M
IWA
2072
Invera Wealth Advisors
Oregon
$4.7M
VNT
2073
Vanguard National Trust
Pennsylvania
$4.69M
SC
2074
SummitTX Capital
Texas
$4.69M
CB
2075
CNB Bank
Pennsylvania
$4.68M