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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
WI
2726
WrapManager Inc
California
$2.46M
PWP
2727
Ponta Wealth Partners
Florida
$2.45M
CL
2728
CIM LLC
New York
$2.45M
WMA
2729
Wealth Management Associates
New Jersey
$2.45M
AB
2730
ANB Bank
Colorado
$2.45M
RF
2731
Roxbury Financial
New Jersey
$2.45M
CA
2732
Corrado Advisors
New Jersey
$2.45M
RBWA
2733
RFG - Bristol Wealth Advisors
Massachusetts
$2.45M
PWM
2734
Palacios Wealth Management
Florida
$2.43M
SAA
2735
Southeast Asset Advisors
Georgia
$2.43M
BWM
2736
BlackDiamond Wealth Management
New York
$2.43M
KCFA
2737
Key Client Fiduciary Advisors
New Jersey
$2.43M
CI
2738
Cavalier Investments
Georgia
$2.43M
EWM
2739
Evergreen Wealth Management
Michigan
$2.43M
APW
2740
Alliance Private Wealth
Massachusetts
$2.42M
NA
2741
Navellier & Associates
Nevada
$2.42M
DG
2742
Dala Group
Illinois
$2.42M
PFS
2743
Physicians Financial Services
North Carolina
$2.42M
6F
2744
626 Financial
Michigan
$2.42M
EP
2745
Edgestream Partners
New Jersey
$2.41M
FAG
2746
Fortitude Advisory Group
Washington
$2.41M
BST
2747
Bath Savings Trust
Maine
$2.4M
CVM
2748
Cheviot Value Management
California
$2.4M
KWS
2749
Keystone Wealth Services
California
$2.4M
AP
2750
Anchyra Partners
Georgia
$2.4M