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
RHP
2326
Royal Harbor Partners
Texas
$3.63M
AIM
2327
Adapt Investment Managers
Switzerland
$3.63M
EG
2328
Ellerson Group
Maryland
$3.62M
VWS
2329
Virtus Wealth Solutions
New Jersey
$3.61M
XSC
2330
X-Square Capital
Puerto Rico
$3.61M
MAWA
2331
Moss Adams Wealth Advisors
Washington
$3.61M
AFC
2332
AFT Forsyth & Company
Florida
$3.61M
IWM
2333
Iams Wealth Management
Nebraska
$3.6M
TS
2334
TradeWell Securities
Indiana
$3.6M
VCM
2335
Versant Capital Management
Arizona
$3.6M
ZBNA
2336
Zions Bancorporation, National Association
Utah
$3.59M
MLA
2337
MB, Levis & Associates
Pennsylvania
$3.59M
RBFC
2338
Roman Butler Fullerton & Co
Missouri
$3.59M
SIA
2339
Sage Investment Advisers
New York
$3.57M
IHL
2340
Investment House LLC
California
$3.57M
FI
2341
Finivi Inc
Massachusetts
$3.57M
CPWA
2342
Cerro Pacific Wealth Advisors
California
$3.56M
CCWM
2343
Correct Capital Wealth Management
Missouri
$3.56M
WHC
2344
Wulff, Hansen & Co
California
$3.56M
FWP
2345
Falcon Wealth Planning
California
$3.56M
SIS
2346
Sound Income Strategies
Florida
$3.55M
SW
2347
Solidarity Wealth
Utah
$3.55M
BMWS
2348
Brady Martz Wealth Solutions
North Dakota
$3.54M
LWA
2349
Lantern Wealth Advisors
New York
$3.54M
MMA
2350
Mizuho Markets Americas
New York
$3.53M