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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
WA1
3476
Wimmer Associates 1
California
$1.14M
PWM
3477
Peck Wealth Management
New York
$1.13M
AFW
3478
Avantra Family Wealth
Pennsylvania
$1.13M
HPM
3479
Hoxton Planning & Management
West Virginia
$1.13M
PWP
3480
Prasad Wealth Partners
Ohio
$1.13M
SFGM
3481
Stonebridge Financial Group (Missouri)
Missouri
$1.13M
SWM
3482
Shepherd Wealth Management
Ohio
$1.12M
ACM
3483
Advance Capital Management
Michigan
$1.12M
WWM
3484
Walser Wealth Management
Florida
$1.12M
HHCP
3485
Hilton Head Capital Partners
South Carolina
$1.12M
TMC
3486
Themes Management Co
Connecticut
$1.12M
ACA
3487
Affinity Capital Advisors
California
$1.12M
HG
3488
Harbor Group
New Hampshire
$1.12M
SC
3489
Summa Corp
Texas
$1.12M
FFL
3490
Future Fund LLC
Illinois
$1.12M
HCA
3491
Heck Capital Advisors
Wisconsin
$1.12M
APM
3492
a16z Perennial Management
California
$1.11M
WG
3493
Wellington Group
Indiana
$1.11M
GP
3494
GLR Partners
Maryland
$1.11M
AWM
3495
Abound Wealth Management
Tennessee
$1.11M
LAM
3496
Lewis Asset Management
California
$1.11M
DM
3497
Delphi Management
Massachusetts
$1.11M
KA
3498
KDT Advisors
New York
$1.1M
FEM
3499
Fulcrum Equity Management
Texas
$1.1M
NFG
3500
Northbridge Financial Group
Florida
$1.1M