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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
FAM
3526
Flaharty Asset Management
Florida
$1.08M
CCG
3527
Coastwise Capital Group
California
$1.08M
BIG
3528
Brookwood Investment Group
Arizona
$1.08M
RA
3529
Rise Advisors
New York
$1.07M
HFS
3530
Hughes Financial Services
Virginia
$1.07M
IWP
3531
Invenio Wealth Partners
Florida
$1.07M
SIAG
3532
Safeguard Investment Advisory Group
California
$1.07M
WIA
3533
Wealthedge Investment Advisors
New York
$1.06M
IWA
3534
IVC Wealth Advisors
Pennsylvania
$1.06M
KWM
3535
KFG Wealth Management
Indiana
$1.06M
SPW
3536
Sonoma Private Wealth
California
$1.06M
JESC
3537
J.E. Simmons & Co
Texas
$1.06M
FWA
3538
Flagship Wealth Advisors
Massachusetts
$1.05M
1W
3539
1776 Wealth
Georgia
$1.05M
HIM
3540
Hanlon Investment Management
New Jersey
$1.05M
GC
3541
Granville Capital
North Carolina
$1.05M
TCM
3542
Tributary Capital Management
Nebraska
$1.05M
TFG
3543
Tilson Financial Group
New Jersey
$1.05M
AZ
3544
Alpha Zero
Florida
$1.05M
OCWP
3545
Owl Creek Wealth Partners
Colorado
$1.05M
PWP
3546
Parkwoods Wealth Partners
New York
$1.05M
IGGA
3547
Iron Gate Global Advisors
Utah
$1.05M
WAOI
3548
Wealth Advisors of Iowa
Iowa
$1.04M
AT
3549
Arlington Trust
Alabama
$1.04M
CSWG
3550
Cardinal Strategic Wealth Guidance
Kentucky
$1.04M