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
PCA
2226
Purkiss Capital Advisors
Connecticut
$4.05M
CW
2227
CrossGen Wealth
North Carolina
$4.05M
PFG
2228
Prosperity Financial Group
California
$4.05M
CP
2229
Cornerstone Planning
North Carolina
$4.04M
HP
2230
Hilltop Partners
Indiana
$4.03M
EAM
2231
Empirical Asset Management
Massachusetts
$4.03M
NG
2232
Navigation Group
California
$4.02M
CFO
2233
CVA Family Office
Colorado
$4.02M
IIL
2234
Insight Inv LLC
California
$4.02M
VIS
2235
Vega Investment Solutions
France
$4.02M
SIA
2236
Schear Investment Advisers
Ohio
$4.02M
ATS
2237
Ashton Thomas Securities
New York
$4.01M
AFS
2238
Aft Forsyth & Sober
Florida
$4M
CFG
2239
Chapman Financial Group
Hawaii
$4M
AA
2240
Advisory Alpha
Michigan
$3.99M
VCM
2241
Vines Capital Management
Louisiana
$3.99M
PWAM
2242
Pinnacle West Asset Management
Wyoming
$3.99M
PWM
2243
Peterson Wealth Management
Nevada
$3.99M
MS
2244
Monetary Solutions
Ohio
$3.98M
MPW
2245
MASECO Private Wealth
$3.98M
SWMP
2246
Signature Wealth Management Partners
New Jersey
$3.98M
AM
2247
Account Management
Massachusetts
$3.97M
DAM
2248
Delta Asset Management
Tennessee
$3.97M
BAM
2249
Bayview Asset Management
Florida
$3.97M
FM
2250
Freemont Management
Switzerland
$3.97M