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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
NWAG
2676
Net Worth Advisory Group
Utah
$2.57M
MKC
2677
M. Kraus & Co
Vermont
$2.57M
LSA
2678
Leonteq Securities AG
Switzerland
$2.56M
SI
2679
Shaker Investments
Ohio
$2.56M
CSB
2680
City State Bank
Iowa
$2.56M
FG
2681
Foster Group
Iowa
$2.56M
IJWM
2682
Inman Jager Wealth Management
Mississippi
$2.55M
APA
2683
Astoria Portfolio Advisors
New York
$2.55M
NAG
2684
Northstar Advisory Group
New Jersey
$2.54M
OBGC
2685
O'Brien Greene & Co
Pennsylvania
$2.54M
FRA
2686
Front Row Advisors
California
$2.54M
WWM
2687
Waterway Wealth Management
Texas
$2.54M
RA
2688
RoundAngle Advisors
New Jersey
$2.54M
VCM
2689
Virtue Capital Management
Tennessee
$2.53M
SIC
2690
Samalin Investment Counsel
New York
$2.53M
OFS
2691
Orrstown Financial Services
Pennsylvania
$2.53M
FCB
2692
First County Bank
Connecticut
$2.53M
CAG
2693
Centerpoint Advisory Group
Kansas
$2.52M
GIP
2694
Greatmark Investment Partners
Georgia
$2.52M
CWWM
2695
Clear Wave Wealth Management
New Jersey
$2.52M
CAM
2696
Costello Asset Management
Pennsylvania
$2.52M
TIA
2697
Trust Investment Advisors
Indiana
$2.52M
JFA
2698
JNBA Financial Advisors
Minnesota
$2.52M
GWS
2699
Greykasell Wealth Strategies
California
$2.52M
SIA
2700
Serenity Investment Advisors
Illinois
$2.52M