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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
JE
2776
JMAC Enterprises
Pennsylvania
$2.34M
JWWM
2777
Johnson & White Wealth Management
Pennsylvania
$2.34M
VSQM
2778
V-Square Quantitative Management
Illinois
$2.34M
NG
2779
Northstar Group
New York
$2.34M
OWA
2780
One Wealth Advisors
California
$2.33M
FNBTCON
2781
First National Bank & Trust Co of Newtown
Pennsylvania
$2.33M
KA
2782
Kozak & Associates
Colorado
$2.33M
AWP
2783
Abacus Wealth Partners
California
$2.32M
TT
2784
TI-Trust
Illinois
$2.32M
MA
2785
MBA Advisors
Pennsylvania
$2.32M
EFP
2786
Elser Financial Planning
Indiana
$2.32M
SLG
2787
Stanley-Laman Group
Pennsylvania
$2.32M
PCG
2788
PFC Capital Group
California
$2.31M
LWL
2789
Leo Wealth LLC
Texas
$2.31M
AC
2790
Annandale Capital
Texas
$2.31M
OFA
2791
Orographic Financial Advisors
Colorado
$2.3M
RA
2792
Rational Advisors
New York
$2.3M
WLPWM
2793
Walled Lake Planning & Wealth Management
Illinois
$2.3M
PWM
2794
Paulson Wealth Management
Illinois
$2.3M
TFA
2795
Transamerica Financial Advisors
Florida
$2.29M
NWM
2796
Northwest Wealth Management
Iowa
$2.29M
SLP
2797
Storen Legacy Partners
Indiana
$2.29M
WAL
2798
W Advisors LLC
Tennessee
$2.29M
ASBI
2799
American State Bank (Iowa)
Iowa
$2.28M
SR
2800
Syntax Research
Florida
$2.28M