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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
FFA
2826
Fi3 Financial Advisors
Indiana
$2.24M
RPWA
2827
Regent Peak Wealth Advisors
Georgia
$2.23M
SI
2828
Seeds Investor
New York
$2.23M
OPTFSNA
2829
Old Point Trust & Financial Services N A
Virginia
$2.23M
KC
2830
Karras Company
Utah
$2.22M
TC
2831
Trilogy Capital
California
$2.22M
VCP
2832
Vista Capital Partners
Oregon
$2.22M
TWPM
2833
Total Wealth Planning & Management
Florida
$2.22M
BIA
2834
BHK Investment Advisors
Alabama
$2.22M
FWM
2835
Forteris Wealth Management
New York
$2.21M
WFA
2836
WJ Financial Advisors
Connecticut
$2.21M
OL
2837
OneFund LLC
Florida
$2.21M
WCBA
2838
Weaver C. Barksdale & Associates
Tennessee
$2.21M
MAC
2839
Mason & Associates (California)
California
$2.2M
CG
2840
CFO4Life Group
Texas
$2.2M
SPWG
2841
Syntegra Private Wealth Group
Missouri
$2.2M
TWM
2842
Thrive Wealth Management
Pennsylvania
$2.2M
PFW
2843
Petros Family Wealth
Minnesota
$2.19M
1WM
2844
1900 Wealth Management
Texas
$2.19M
AT
2845
Adelphi Trust
Florida
$2.19M
RFP
2846
Root Financial Partners
California
$2.19M
M1FG
2847
Mach-1 Financial Group
Arkansas
$2.18M
GPI
2848
General Partner Inc
Pennsylvania
$2.18M
FOA
2849
Five Oceans Advisors
California
$2.18M
AWM
2850
Atticus Wealth Management
Florida
$2.18M