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JPMorgan Chase

5,045 hedge funds and large institutions have $573B invested in JPMorgan Chase in 2026 Q1 according to their latest regulatory filings, with 204 funds opening new positions, 2,112 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 → $573B (-$67.4B)

16% less funds holding in top 10

Funds holding in top 10: 939793 (-146)

25% less call options, than puts

Call options by funds: $8.1B | Put options by funds: $10.8B

Holders
5,045
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
793
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
WIA
2576
Westview Investment Advisors
Vermont
$2.81M
MFP
2577
Meridian Financial Partners
Virginia
$2.81M
BC
2578
Barrett & Company
Rhode Island
$2.81M
CCA
2579
Childress Capital Advisors
Texas
$2.81M
KCPT
2580
Kingstone Capital Partners Texas
Texas
$2.8M
AWMT
2581
AAFMAA Wealth Management & Trust
North Carolina
$2.8M
CIM
2582
Chapman Investment Management
California
$2.8M
SSA
2583
South Street Advisors
New York
$2.8M
VWM
2584
Vivid Wealth Management
Iowa
$2.8M
CWM
2585
Chesapeake Wealth Management
Virginia
$2.8M
AC
2586
Asio Capital
Kentucky
$2.79M
GWCM
2587
Godshalk Welsh Capital Management
Pennsylvania
$2.79M
GCM
2588
Genus Capital Management
British Columbia, Canada
$2.79M
MWA
2589
Medallion Wealth Advisors
Connecticut
$2.79M
WIM
2590
Walsky Investment Management
Pennsylvania
$2.79M
PWC
2591
PYA Waltman Capital
Tennessee
$2.79M
PAS
2592
PKS Advisory Services
New York
$2.79M
KMWM
2593
Keudell/Morrison Wealth Management
Oregon
$2.79M
DWM
2594
Drive Wealth Management
Utah
$2.78M
SCM
2595
Spreng Capital Management
Ohio
$2.78M
SNBOSD
2596
Security National Bank of So Dak
Iowa
$2.78M
DWM
2597
Ducere Wealth Management
California
$2.77M
TB
2598
Terril Brothers
Missouri
$2.77M
HNWAG
2599
High Net Worth Advisory Group
Florida
$2.77M
AHIA
2600
Andrew Hill Investment Advisors
Florida
$2.77M