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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
WMWM
3351
Whitaker-Myers Wealth Managers
Ohio
$1.27M
OWA
3352
Outlook Wealth Advisors
Texas
$1.27M
HWM
3353
Hassell Wealth Management
Louisiana
$1.27M
LAM
3354
LECAP Asset Management
United Kingdom
$1.27M
WFI
3355
West Family Investments
California
$1.27M
OC
3356
Opal Capital
Florida
$1.26M
GG
3357
GenWealth Group
New Jersey
$1.26M
DP
3358
DDD Partners
Washington
$1.26M
TWM
3359
Tripletail Wealth Management
Florida
$1.26M
WCM
3360
Washburn Capital Management
Florida
$1.26M
MAM
3361
Mainsail Asset Management
Alabama
$1.25M
TCOO
3362
Trust Company of Oklahoma
Oklahoma
$1.25M
NVIM
3363
New Vernon Investment Management
Illinois
$1.25M
LK
3364
Lumbard & Kellner
New Hampshire
$1.25M
CCA
3365
Cadent Capital Advisors
Oklahoma
$1.25M
WF
3366
Wayfinding Financial
Washington
$1.24M
TCM
3367
Towercrest Capital Management
Pennsylvania
$1.24M
DIA
3368
Davidson Investment Advisors
Montana
$1.24M
AWAP
3369
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$1.24M
GA
3370
Goldstein Advisors
Wisconsin
$1.24M
AAM
3371
AMI Asset Management
California
$1.24M
AC
3372
AXQ Capital
New Jersey
$1.24M
MAG
3373
M3 Advisory Group
Massachusetts
$1.24M
HWM
3374
Howard Wealth Management
Connecticut
$1.24M
BHC
3375
Bull Harbor Capital
Maryland
$1.24M