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
BFA
2376
Beacon Financial Advisory
Ohio
$3.41M
SAM
2377
Summit Asset Management
Tennessee
$3.41M
RI
2378
Ruggiero Investments
Florida
$3.41M
NDBT
2379
North Dallas Bank & Trust
Texas
$3.4M
BRPW
2380
Ballast Rock Private Wealth
South Carolina
$3.4M
BWP
2381
BSW Wealth Partners
Colorado
$3.4M
TWP
2382
Tempus Wealth Planning
California
$3.4M
GDP
2383
Great Diamond Partners
Maine
$3.4M
ILI
2384
Invesco LLC (Illinois)
Illinois
$3.39M
SWR
2385
Spahn Wealth & Retirement
Arizona
$3.39M
MCM
2386
Monument Capital Management
Virginia
$3.39M
FMP
2387
Financial Management Professionals
Texas
$3.38M
SIG
2388
Sky Investment Group
Connecticut
$3.38M
PHS
2389
Pekin Hardy Strauss
Illinois
$3.38M
PUI
2390
Purpose Unlimited Inc
$3.38M
DSC
2391
Daytona Street Capital
Missouri
$3.38M
GCA
2392
Gallagher Capital Advisors
Texas
$3.37M
IWS
2393
Insight Wealth Strategies
California
$3.37M
VNA
2394
Valley National Advisers
Pennsylvania
$3.37M
MCWA
2395
Meadow Creek Wealth Advisors
Georgia
$3.37M
EHWM
2396
Eads & Heald Wealth Management
Georgia
$3.37M
FH
2397
FWG Holdings
Florida
$3.37M
GA
2398
Greenspring Advisors
Maryland
$3.37M
OFS
2399
OMC Financial Services
New York
$3.36M
LC
2400
LCNB Corp
Ohio
$3.36M