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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
BFS
3376
BridgePort Financial Solutions
Iowa
$1.24M
TI
3377
tru Independence
Oregon
$1.24M
AWS
3378
Alliance Wealth Strategies
Virginia
$1.23M
KWM
3379
Kaydan Wealth Management
Michigan
$1.23M
TFG
3380
Taylor Financial Group
Virginia
$1.23M
HCP
3381
Hardin Capital Partners
South Carolina
$1.23M
AWMG
3382
Alliance Wealth Management Group
New Jersey
$1.23M
ACM
3383
Aspen Capital Management
Idaho
$1.23M
LC
3384
Landaas & Company
Wisconsin
$1.23M
FWP
3385
Firethorn Wealth Partners
Georgia
$1.23M
SA
3386
SPWM Advisors
Michigan
$1.22M
SWP
3387
Stone Wealth Partners
Louisiana
$1.22M
DEM
3388
Disciplined Equity Management
Florida
$1.22M
SCA
3389
Sulzberger Capital Advisors
Florida
$1.22M
ACA
3390
Arsenal Capital Advisors
Pennsylvania
$1.22M
FDW
3391
Fourth Dimension Wealth
Ohio
$1.22M
WF
3392
Whelan Financial
California
$1.21M
GAM
3393
Gemmer Asset Management
California
$1.21M
HWP
3394
Hibernia Wealth Partners
Louisiana
$1.21M
CSF
3395
Capital Squared Financial
Maryland
$1.21M
IAP
3396
Indie Asset Partners
Indiana
$1.21M
DSAM
3397
Dock Street Asset Management
Florida
$1.21M
FC
3398
Financial Consulate
Maryland
$1.2M
GF
3399
GGM Financials
Ohio
$1.2M
EA
3400
Emerald Advisors
Washington
$1.2M