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
EAM
2351
EULAV Asset Management
Florida
$3.53M
CE
2352
Cornerstone Enterprises
Wisconsin
$3.53M
AF
2353
Aldebaran Financial
$3.53M
CAWM
2354
Capital Advisors Wealth Management
Washington
$3.52M
HIMS
2355
Hager Investment Management Services
New Hampshire
$3.51M
MBWA
2356
Marin Bay Wealth Advisors
California
$3.51M
WAM
2357
Wolverine Asset Management
Illinois
$3.5M
SJIM
2358
St. Johns Investment Management
Florida
$3.49M
LWM
2359
Lakeridge Wealth Management
Ohio
$3.49M
TCWM
2360
Total Clarity Wealth Management
Illinois
$3.49M
CHJWM
2361
Carlton Hofferkamp & Jenks Wealth Management
Texas
$3.49M
CWP
2362
Core Wealth Partners
California
$3.49M
VAG
2363
VisionPoint Advisory Group
Texas
$3.48M
SFS
2364
Security Financial Services
Indiana
$3.47M
GCM
2365
GKV Capital Management
California
$3.47M
WMP
2366
Wealth Management Partners
Arizona
$3.47M
PBO
2367
Peoples Bank (Ohio)
Ohio
$3.45M
CFS
2368
CRA Financial Services
New Jersey
$3.44M
CA
2369
Calton & Associates
Florida
$3.43M
Aristotle Capital Management
2370
Aristotle Capital Management
California
$3.43M
EWA
2371
Etesian Wealth Advisors
Oregon
$3.42M
RIA
2372
Rhodes Investment Advisors
Texas
$3.42M
SFWA
2373
Summit Financial Wealth Advisors
Louisiana
$3.42M
FCAS
2374
First Command Advisory Services
Texas
$3.42M
MCM
2375
Mainstay Capital Management
Michigan
$3.41M