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