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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
WAG
3026
Wilkerson Advisory Group
Missouri
$1.8M
PBK
3027
Peoples Bank (Kansas)
Kansas
$1.8M
BPW
3028
BlueDoor Private Wealth
Massachusetts
$1.8M
NWA
3029
Navis Wealth Advisors
New York
$1.8M
SCA
3030
St. Clair Advisors
Ohio
$1.8M
SL
3031
Sentry LLC
Tennessee
$1.79M
OE
3032
OFS Enterprise
Nebraska
$1.79M
SFM
3033
Systematic Financial Management
New Jersey
$1.79M
ECM
3034
Ethos Capital Management
Pennsylvania
$1.78M
OW
3035
Olistico Wealth
Oklahoma
$1.78M
RCM
3036
Requisite Capital Management
Texas
$1.78M
BRG
3037
Bay Rivers Group
Virginia
$1.78M
OFW
3038
Omnia Family Wealth
Florida
$1.78M
BCM
3039
Birmingham Capital Management
Alabama
$1.77M
NFC
3040
Northstar Financial Companies
Pennsylvania
$1.77M
CWA
3041
CM Wealth Advisors
Ohio
$1.77M
ML
3042
McAdam LLC
Pennsylvania
$1.77M
BFWA
3043
Benchmark Financial Wealth Advisors
Florida
$1.77M
ATI
3044
ARK & TLK Investments
Oklahoma
$1.77M
HA
3045
Hofer & Associates
California
$1.76M
DI
3046
Diligent Investors
California
$1.76M
SFG
3047
Seamount Financial Group
Colorado
$1.76M
CIG
3048
Cascade Investment Group
Colorado
$1.76M
MWP
3049
Moller Wealth Partners
$1.76M
SMA
3050
Seven Mile Advisory
New Jersey
$1.76M