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JPMorgan Chase

5,044 hedge funds and large institutions have $572B invested in JPMorgan Chase in 2026 Q1 according to their latest regulatory filings, with 204 funds opening new positions, 2,111 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 → $572B (-$67.4B)

16% less funds holding in top 10

Funds holding in top 10: 938792 (-146)

25% less call options, than puts

Call options by funds: $8.1B | Put options by funds: $10.8B

Holders
5,044
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
792
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
AW
3051
Alchemi Wealth
Connecticut
$1.76M
MWM
3052
Manske Wealth Management
Texas
$1.76M
AWA
3053
AGH Wealth Advisors
Kansas
$1.75M
AFT
3054
Alpha Family Trust
California
$1.75M
IRP
3055
Investment Research Partners
Pennsylvania
$1.75M
LPAM
3056
Lodestar Private Asset Management
California
$1.75M
PWM
3057
Parkway Wealth Management
Texas
$1.74M
BJF
3058
Blue Jean Financial
New York
$1.74M
SGFG
3059
Silver Grove Financial Group
New York
$1.74M
DA
3060
Drake & Associates
Wisconsin
$1.74M
IPAM
3061
Investment Partners Asset Management
New Jersey
$1.74M
GAM
3062
Gould Asset Management
California
$1.74M
MF
3063
Manchester Financial
California
$1.73M
RCG
3064
Ridge Creek Global
Ohio
$1.73M
RFG
3065
RFP Financial Group
Georgia
$1.73M
PWM
3066
Pinnacle Wealth Management
California
$1.73M
SWM
3067
Shakespeare Wealth Management
Wisconsin
$1.73M
PG
3068
Proffitt & Goodson
Tennessee
$1.73M
DWA
3069
Dorsey Wright & Associates
California
$1.72M
CCP
3070
Cassia Capital Partners
North Carolina
$1.72M
DWG
3071
Darden Wealth Group
Michigan
$1.72M
APC
3072
Aspire Private Capital
North Carolina
$1.72M
TFP
3073
Tilia Fiduciary Partners
North Carolina
$1.72M
Harris Associates
3074
Harris Associates
Illinois
$1.71M
SWM
3075
Sendero Wealth Management
Texas
$1.71M