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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
FF
2751
Farrow Financial
Vermont
$2.4M
AAG
2752
Asset Advisory Group
New Jersey
$2.4M
EWS
2753
Eagle Wealth Strategies
New Jersey
$2.4M
GC
2754
Gilbert & Cook
Iowa
$2.39M
TF
2755
Tudor Financial
Ohio
$2.39M
KLWA
2756
Kelly Lawrence W & Associates
California
$2.38M
SWRP
2757
Summit Wealth & Retirement Planning
California
$2.38M
WW
2758
Waterfront Wealth
Kansas
$2.38M
EW
2759
Element Wealth
Mississippi
$2.38M
TWM
2760
TriaGen Wealth Management
California
$2.38M
LF
2761
Lantz Financial
Illinois
$2.38M
AWM
2762
Accel Wealth Management
Iowa
$2.38M
WSA
2763
Warm Springs Advisors
California
$2.37M
CFGW
2764
Chancellor Financial Group WB
Pennsylvania
$2.37M
AWS
2765
Aspen Wealth Strategies
Colorado
$2.37M
MCRM
2766
Midway Capital Research & Management
Illinois
$2.37M
WWM
2767
Whalen Wealth Management
Nevada
$2.37M
OCM
2768
Orion Capital Management
California
$2.36M
BSSFA
2769
Baron Silver Stevens Financial Advisors
Florida
$2.36M
EFH
2770
Eaton Financial Holdings
Florida
$2.35M
GCM
2771
GoodHaven Capital Management
New Jersey
$2.35M
I
2772
InterCapital
Texas
$2.35M
CC
2773
Commons Capital
Massachusetts
$2.35M
FHC
2774
First Heartland Consultants
Missouri
$2.35M
EFM
2775
Eley Financial Management
Vermont
$2.34M