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
KJWM
2201
Kiley Juergens Wealth Management
Washington
$4.14M
GFPC
2202
Global Financial Private Client
Florida
$4.13M
WCM
2203
Weik Capital Management
Pennsylvania
$4.13M
WI
2204
Wealth Intelligence
Georgia
$4.13M
IIA
2205
IPG Investment Advisors
California
$4.12M
DI
2206
DAGCO Inc
Ohio
$4.12M
SN
2207
Sittner & Nelson
Oregon
$4.12M
WAM
2208
Weatherly Asset Management
California
$4.11M
LI
2209
LRI Investments
Florida
$4.11M
BCG
2210
Breakwater Capital Group
New Jersey
$4.1M
CFS
2211
Commonwealth Financial Services
West Virginia
$4.1M
GSWM
2212
Golden State Wealth Management
California
$4.1M
TAP
2213
Tounjian Advisory Partners
Florida
$4.1M
CIM
2214
CIM Investment Management
Pennsylvania
$4.1M
WA
2215
Waddell & Associates
Tennessee
$4.09M
AWA
2216
Alta Wealth Advisors
Massachusetts
$4.09M
PFSC
2217
Peoples Financial Services Corp
Pennsylvania
$4.09M
SIP
2218
Snowwater Investment Partners
Connecticut
$4.08M
OWM
2219
Orca Wealth Management
Florida
$4.08M
BFIC
2220
Bedell Frazier Investment Counselling
California
$4.07M
AWM
2221
Ameliora Wealth Management
Switzerland
$4.07M
CA
2222
Cornerstone Advisory
Maryland
$4.07M
AIC
2223
Argus Investors Counsel
New York
$4.07M
PWA
2224
Phoenix Wealth Advisors
North Carolina
$4.07M
EPIME
2225
Evelyn Partners Investment Management (Europe)
$4.06M