We are live on ! Find out more
JPM icon

JPMorgan Chase

5,035 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
5,035
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
PWMG
2151
Prestige Wealth Management Group
New Jersey
$4.36M
GP
2152
Greenline Partners
New York
$4.36M
ALA
2153
Atlas Legacy Advisors
California
$4.34M
SWP
2154
Summit Wealth Partners
Florida
$4.34M
FWA
2155
FSM Wealth Advisors
Ohio
$4.34M
QC
2156
Quent Capital
New York
$4.32M
REMPR
2157
Roof Eidam Maycock Peralta (REMP)
California
$4.32M
JWM
2158
JPL Wealth Management
Colorado
$4.32M
FFO
2159
Fiduciary Family Office
Florida
$4.31M
HCM
2160
Hicks Capital Management
Ohio
$4.31M
OBWG
2161
Onyx Bridge Wealth Group
New York
$4.3M
RWS
2162
Resolute Wealth Strategies
Mississippi
$4.3M
WAAG
2163
Wealth Alliance Advisory Group
Kansas
$4.29M
SFS
2164
Stiles Financial Services
Minnesota
$4.28M
HIC
2165
Hartline Investment Corp
Illinois
$4.28M
MWA
2166
MN Wealth Advisors
Kansas
$4.28M
BCFD
2167
Boit C.F. David
$4.28M
BAM
2168
BOS Asset Management
Illinois
$4.28M
CVA
2169
Central Valley Advisors
California
$4.27M
BCI
2170
Blue Capital Inc
Nebraska
$4.27M
JSAM
2171
J. Safra Asset Management
New York
$4.27M
CWA
2172
Canvas Wealth Advisors
Kansas
$4.26M
BHBT
2173
Burke & Herbert Bank & Trust
Virginia
$4.26M
EA
2174
Eclectic Associates
California
$4.26M
VWM
2175
VCI Wealth Management
Missouri
$4.25M