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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
FPW
3176
Fairvoy Private Wealth
Alabama
$1.52M
FB
3177
First Bancorp
Maine
$1.52M
CIM
3178
Corda Investment Management
Texas
$1.52M
MWP
3179
Madison Wealth Partners
Wisconsin
$1.51M
WWMSC
3180
Wagner Wealth Management (South Carolina)
South Carolina
$1.51M
SCM
3181
Sterneck Capital Management
Missouri
$1.5M
CG
3182
Clarus Group
Texas
$1.5M
DWS
3183
Discipline Wealth Solutions
South Carolina
$1.5M
WAM
3184
Weinberger Asset Management
California
$1.5M
GC
3185
Garde Capital
Washington
$1.49M
SGWP
3186
Sun Group Wealth Partners
California
$1.49M
VCM
3187
Viewpoint Capital Management
Washington
$1.49M
BC
3188
BIT Capital
Germany
$1.49M
TW
3189
ticino wealth
California
$1.49M
SFWC
3190
Strategic Family Wealth Counselors
New Jersey
$1.49M
CWA
3191
Crusonia Wealth Advisors
Colorado
$1.49M
LJHT
3192
Laurie J. Hall Trustee
$1.49M
CSI
3193
Cross Staff Investments
New York
$1.49M
CFA
3194
Collaborative Fund Advisors
Nevada
$1.48M
OPW
3195
Oxler Private Wealth
New York
$1.48M
CWA
3196
CJM Wealth Advisers
Virginia
$1.48M
BAM
3197
Beaumont Asset Management
Texas
$1.48M
MFGM
3198
Marshall Financial Group (Maryland)
Maryland
$1.48M
VDC
3199
Van Diest Capital
Iowa
$1.47M
HP
3200
Holowesko Partners
Bahamas
$1.47M