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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
MWM
3126
MinichMacGregor Wealth Management
New York
$1.61M
RCM
3127
Raleigh Capital Management
North Carolina
$1.61M
EAN
3128
Excelsior Advisor Network
Colorado
$1.61M
PFT
3129
Providence First Trust
Arizona
$1.61M
WMWM
3130
Wilkins Miller Wealth Management
Alabama
$1.6M
PWM
3131
Proathlete Wealth Management
Florida
$1.6M
GSIAS
3132
Garden State Investment Advisory Services
New Jersey
$1.6M
FFM
3133
Fullerton Fund Management
Singapore
$1.6M
APW
3134
Aurora Private Wealth
New Jersey
$1.59M
PGA
3135
Portland Global Advisors
Maine
$1.59M
GTWM
3136
Global Trust Wealth Management
Florida
$1.59M
SSC
3137
Syverson Strege & Co
Iowa
$1.58M
CWP
3138
Curated Wealth Partners
California
$1.58M
LAI
3139
Legal Advantage Investments
California
$1.58M
WC
3140
Westhampton Capital
North Carolina
$1.58M
TC
3141
Truvestments Capital
Florida
$1.58M
BF
3142
Brucke Financial
Indiana
$1.58M
SCA
3143
Sander Capital Advisors
Washington
$1.58M
HWM
3144
Horizon Wealth Management
Illinois
$1.58M
CG
3145
Clifford Group
Massachusetts
$1.58M
ECM
3146
Elgethun Capital Management
South Dakota
$1.57M
SIC
3147
Sage Investment Counsel
Tennessee
$1.57M
JCM
3148
Jacobsen Capital Management
Utah
$1.57M
APW
3149
Aventura Private Wealth
Florida
$1.57M
TF
3150
Trek Financial
Arizona
$1.57M