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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
FCT
3501
First Community Trust
Iowa
$1.1M
MAG
3502
Mayfair Advisory Group
Alabama
$1.1M
DBRC
3503
D.B. Root & Company
Pennsylvania
$1.1M
BWA
3504
BlueSky Wealth Advisors
North Carolina
$1.1M
SWP
3505
Semus Wealth Partners
Florida
$1.1M
PL
3506
PeakShares LLC
Florida
$1.09M
WCP
3507
Wealthcare Capital Partners
Pennsylvania
$1.09M
SPI
3508
Santori & Peters Inc
Pennsylvania
$1.09M
NF
3509
Napier Financial
Massachusetts
$1.09M
TWM
3510
Tanager Wealth Management
United Kingdom
$1.09M
VBA
3511
von Borstel & Associates
Oregon
$1.09M
WJA
3512
Willis Johnson & Associates
Texas
$1.09M
WFAG
3513
Wescott Financial Advisory Group
Pennsylvania
$1.09M
HCWM
3514
Hidden Cove Wealth Management
Washington
$1.09M
NI
3515
NCP Inc
California
$1.09M
EI
3516
Ecofi Investissements
France
$1.09M
BA
3517
Bluesphere Advisors
Pennsylvania
$1.09M
GCM
3518
Gambit Capital Management
Tennessee
$1.09M
CIS
3519
Custom Index Systems
New York
$1.09M
LA
3520
Lifeworks Advisors
Michigan
$1.09M
FA
3521
Fermata Advisors
California
$1.08M
HGWM
3522
Horst & Graben Wealth Management
Oregon
$1.08M
MWS
3523
MFA Wealth Services
California
$1.08M
PHIC
3524
Pine Haven Investment Counsel
Massachusetts
$1.08M
PCA
3525
Prosperity Capital Advisors
Ohio
$1.08M