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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
IJWM
2676
Inman Jager Wealth Management
Mississippi
$2.55M
APA
2677
Astoria Portfolio Advisors
New York
$2.55M
NAG
2678
Northstar Advisory Group
New Jersey
$2.54M
OBGC
2679
O'Brien Greene & Co
Pennsylvania
$2.54M
FRA
2680
Front Row Advisors
California
$2.54M
WWM
2681
Waterway Wealth Management
Texas
$2.54M
RA
2682
RoundAngle Advisors
New Jersey
$2.54M
VCM
2683
Virtue Capital Management
Tennessee
$2.53M
SIC
2684
Samalin Investment Counsel
New York
$2.53M
OFS
2685
Orrstown Financial Services
Pennsylvania
$2.53M
FCB
2686
First County Bank
Connecticut
$2.53M
CAG
2687
Centerpoint Advisory Group
Kansas
$2.52M
GIP
2688
Greatmark Investment Partners
Georgia
$2.52M
CWWM
2689
Clear Wave Wealth Management
New Jersey
$2.52M
CAM
2690
Costello Asset Management
Pennsylvania
$2.52M
TIA
2691
Trust Investment Advisors
Indiana
$2.52M
JFA
2692
JNBA Financial Advisors
Minnesota
$2.52M
GWS
2693
Greykasell Wealth Strategies
California
$2.52M
SIA
2694
Serenity Investment Advisors
Illinois
$2.52M
WIA
2695
Westbourne Investment Advisors
Maryland
$2.52M
LIA
2696
LBMC Investment Advisors
Tennessee
$2.51M
OPWM
2697
Oakwell Private Wealth Management
Texas
$2.51M
BCP
2698
Berkeley Capital Partners
Georgia
$2.51M
PAM
2699
PCG Asset Management
New Jersey
$2.51M
I
2700
INVST
Indiana
$2.51M