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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
WMWM
3126
Wilkins Miller Wealth Management
Alabama
$1.6M
PWM
3127
Proathlete Wealth Management
Florida
$1.6M
GSIAS
3128
Garden State Investment Advisory Services
New Jersey
$1.6M
FFM
3129
Fullerton Fund Management
Singapore
$1.6M
APW
3130
Aurora Private Wealth
New Jersey
$1.59M
PGA
3131
Portland Global Advisors
Maine
$1.59M
GTWM
3132
Global Trust Wealth Management
Florida
$1.59M
SSC
3133
Syverson Strege & Co
Iowa
$1.58M
CWP
3134
Curated Wealth Partners
California
$1.58M
LAI
3135
Legal Advantage Investments
California
$1.58M
WC
3136
Westhampton Capital
North Carolina
$1.58M
TC
3137
Truvestments Capital
Florida
$1.58M
BF
3138
Brucke Financial
Indiana
$1.58M
SCA
3139
Sander Capital Advisors
Washington
$1.58M
HWM
3140
Horizon Wealth Management
Illinois
$1.58M
CG
3141
Clifford Group
Massachusetts
$1.58M
ECM
3142
Elgethun Capital Management
South Dakota
$1.57M
SIC
3143
Sage Investment Counsel
Tennessee
$1.57M
JCM
3144
Jacobsen Capital Management
Utah
$1.57M
APW
3145
Aventura Private Wealth
Florida
$1.57M
TF
3146
Trek Financial
Arizona
$1.57M
FDDB
3147
Fidelity D&D Bancorp
Pennsylvania
$1.56M
UIM
3148
Unified Investment Management
Georgia
$1.56M
NWA
3149
New World Advisors
Massachusetts
$1.56M
LWM
3150
Lionsbridge Wealth Management
Florida
$1.56M