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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
SVCP
3301
Silicon Valley Capital Partners
California
$1.33M
SPWG
3302
Sage Private Wealth Group
Illinois
$1.33M
SC
3303
Sykon Capital
New York
$1.33M
PJWM
3304
Philip James Wealth Mangement
Georgia
$1.33M
CFAM
3305
Center For Asset Management
Florida
$1.32M
SAM
3306
S.A. Mason
Michigan
$1.32M
PPA
3307
Pacific Point Advisors
California
$1.32M
T
3308
TrustBank
Illinois
$1.32M
CNBOF
3309
City National Bank of Florida
Florida
$1.31M
PA
3310
PSI Advisors
Florida
$1.31M
MFG
3311
Mainsail Financial Group
Washington
$1.31M
ECA
3312
Elevated Capital Advisors
Utah
$1.31M
SEP
3313
Signature Equity Partners
Ohio
$1.31M
TA
3314
TPG Advisors
Illinois
$1.31M
VC
3315
Veracity Capital
Georgia
$1.3M
SOAM
3316
SBI Okasan Asset Management
Japan
$1.3M
LMFP
3317
Larry Mathis Financial Planning
Arizona
$1.3M
FWA
3318
FORM Wealth Advisors
Wisconsin
$1.3M
HC
3319
Hara Capital
Washington
$1.3M
DWA
3320
Dougherty Wealth Advisers
Minnesota
$1.3M
VFG
3321
Victory Financial Group
Texas
$1.3M
EGWAG
3322
Elwood & Goetz Wealth Advisory Group
Georgia
$1.3M
ISFAN
3323
Investor's Fiduciary Advisor Network
Washington
$1.3M
LFIA
3324
Legacy Financial Independent Advisors
Kentucky
$1.3M
VPW
3325
Vericrest Private Wealth
Pennsylvania
$1.3M