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
CB
2076
CNB Bank
Pennsylvania
$4.68M
CCG
2077
Chatham Capital Group
Georgia
$4.67M
OMC
2078
Overbrook Management Corp
New York
$4.66M
MA
2079
MJP Associates
Connecticut
$4.65M
BIP
2080
Blueprint Investment Partners
North Carolina
$4.64M
SI
2081
Saxon Interests
Texas
$4.64M
IIA
2082
Integral Investment Advisors
California
$4.64M
GI
2083
GS Investments
Minnesota
$4.63M
FUBT
2084
First United Bank & Trust
Maryland
$4.63M
EARNEST Partners
2085
EARNEST Partners
Georgia
$4.63M
RMP
2086
Richards, Merrill & Peterson
Washington
$4.63M
SAM
2087
Sawgrass Asset Management
Florida
$4.62M
IFWM
2088
Institute for Wealth Management
Colorado
$4.62M
CBT
2089
Crews Bank & Trust
Florida
$4.61M
LI
2090
Lafayette Investments
Maryland
$4.61M
UWPG
2091
Ullmann Wealth Partners Group
Florida
$4.6M
NIM
2092
Niles Investment Management
Florida
$4.6M
CWA
2093
Consilium Wealth Advisory
Texas
$4.59M
AFA
2094
Antonelli Financial Advisors
Michigan
$4.59M
IF
2095
Ironwood Financial
Arizona
$4.59M
FFS
2096
Flavin Financial Services
Florida
$4.58M
DA
2097
Dillon & Associates
Michigan
$4.58M
TCPG
2098
Trivant Custom Portfolio Group
California
$4.58M
LCM
2099
Legato Capital Management
California
$4.58M
AW
2100
Alteri Wealth
California
$4.57M