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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
SWM
2876
Sterling Wealth Management
Illinois
$2.13M
JWA
2877
JFS Wealth Advisors
Pennsylvania
$2.12M
NJIM
2878
Nabity-Jensen Investment Management
Nebraska
$2.12M
CNBT
2879
Cornerstone National Bank & Trust
Illinois
$2.12M
CIA
2880
Cladis Investment Advisory
Montana
$2.12M
AWG
2881
Altus Wealth Group
Colorado
$2.12M
AWA
2882
Acumen Wealth Advisors
Tennessee
$2.11M
HFS
2883
Howard Financial Services
Texas
$2.11M
EIA
2884
Edgemoor Investment Advisors
Maryland
$2.1M
GS
2885
GWN Securities
Florida
$2.09M
AIM
2886
Aigen Investment Management
New York
$2.09M
AHL
2887
Abel Hall LLC
Louisiana
$2.09M
MHC
2888
May Hill Capital
Massachusetts
$2.09M
Walleye Capital
2889
Walleye Capital
New York
$2.09M
ACM
2890
Armbruster Capital Management
New York
$2.09M
HAS
2891
HBW Advisory Services
California
$2.08M
SNBOSCI
2892
Security National Bank of Sioux City Iowa
Iowa
$2.07M
RL
2893
Ruffer LLP
United Kingdom
$2.07M
RPSA
2894
Richard P. Slaughter Associates
Texas
$2.07M
WIM
2895
Westside Investment Management
California
$2.06M
BWM
2896
Bulltick Wealth Management
Florida
$2.06M
BPMC
2897
Buckland Partners Management Co
New York
$2.06M
OGC
2898
Oak Grove Capital
New Hampshire
$2.06M
SHFA
2899
SC&H Financial Advisors
Maryland
$2.06M
TWM
2900
Topsail Wealth Management
North Carolina
$2.06M