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JPMorgan Chase

5,034 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
5,034
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
AA
3251
AJ Advisors
Tennessee
$1.4M
ODE
3252
O'Domhnaill Enterprises
Wyoming
$1.4M
GWM
3253
Goldenstone Wealth Management
California
$1.4M
ML
3254
Mayport LLC
Massachusetts
$1.4M
DAS
3255
Diversify Advisory Services
Utah
$1.4M
SIG
3256
Spinnaker Investment Group
California
$1.4M
AAA
3257
Andrews Advisory Associates
Hawaii
$1.4M
THCM
3258
Taylor Hoffman Capital Management
Virginia
$1.4M
M
3259
MATAURO
New York
$1.4M
STA
3260
Smith Thornton Advisors
Alabama
$1.4M
4WM
3261
49 Wealth Management
Texas
$1.4M
RWI
3262
Red Wave Investments
Pennsylvania
$1.4M
AIP
3263
Almanack Investment Partners
Pennsylvania
$1.39M
CPC
3264
Consolidated Planning Corp
Georgia
$1.39M
FP
3265
Fiduciary Planning
Florida
$1.39M
SPL
3266
Smart Portfolios LLC
Washington
$1.39M
WF
3267
Womack Financial
Texas
$1.39M
AAG
3268
Armstrong Advisory Group
Massachusetts
$1.39M
PA
3269
PFW Advisors
Georgia
$1.39M
UFA
3270
Unify Financial Advisors
Florida
$1.39M
MAM
3271
Morse Asset Management
Connecticut
$1.38M
MAM
3272
McLaughlin Asset Management
Illinois
$1.38M
CA
3273
Centerpoint Advisors
Massachusetts
$1.38M
WP
3274
WealthSpring Partners
California
$1.38M
SWM
3275
Silverlake Wealth Management
Vermont
$1.38M