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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
SSWM
2626
Strait & Sound Wealth Management
California
$2.67M
EB
2627
Emprise Bank
Kansas
$2.67M
LAIC
2628
Lederer & Associates Investment Counsel
California
$2.67M
W
2629
Wealthquest
Ohio
$2.67M
CASB
2630
Cape Ann Savings Bank
Massachusetts
$2.66M
PRP
2631
Peak Retirement Planning
Ohio
$2.66M
VIPI
2632
Vista Investment Partners II
Indiana
$2.66M
SFM
2633
Signet Financial Management
New Jersey
$2.66M
AGDI
2634
Absolute Gestao de Investimentos
Brazil
$2.65M
CSC
2635
Caldwell Sutter Capital
California
$2.65M
BIA
2636
Benchmark Investment Advisors
Illinois
$2.64M
GPWM
2637
Grant Private Wealth Management
California
$2.64M
BFA
2638
Brown Financial Advisors
Ohio
$2.64M
HFM
2639
Hartford Funds Management
Pennsylvania
$2.64M
CA
2640
Carson Advisory
Georgia
$2.64M
PMFA
2641
Plante Moran Financial Advisors
Michigan
$2.64M
MC
2642
Machina Capital
France
$2.63M
DAM
2643
Deltec Asset Management
New York
$2.63M
CH
2644
Cromwell Holdings
Wyoming
$2.62M
CCM
2645
Cannon Capital Management
Utah
$2.62M
RIM
2646
Redwood Investment Management
Arizona
$2.62M
LEA
2647
Legacy Edge Advisors
New York
$2.62M
PIA
2648
Perennial Investment Advisors
California
$2.61M
1IA
2649
1620 Investment Advisors
Massachusetts
$2.61M
SDWMA
2650
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.61M