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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
IGGA
3551
Iron Gate Global Advisors
Utah
$1.05M
WAOI
3552
Wealth Advisors of Iowa
Iowa
$1.04M
AT
3553
Arlington Trust
Alabama
$1.04M
CSWG
3554
Cardinal Strategic Wealth Guidance
Kentucky
$1.04M
SCP
3555
Sivia Capital Partners
California
$1.04M
WCM
3556
Washington Capital Management
Washington
$1.04M
KPWG
3557
KFA Private Wealth Group
Virginia
$1.04M
PA
3558
Persium Advisors
Georgia
$1.04M
PC
3559
Port Capital
Illinois
$1.04M
SCA
3560
Strathmore Capital Advisors
North Carolina
$1.04M
Fuller & Thaler Asset Management
3561
Fuller & Thaler Asset Management
California
$1.04M
IP
3562
Isthmus Partners
Wisconsin
$1.03M
GW
3563
Griffith & Werner
Georgia
$1.03M
HPC
3564
Hobart Private Capital
North Carolina
$1.03M
C1AG
3565
Client 1st Advisory Group
Florida
$1.03M
HNWA
3566
Henrickson Nauta Wealth Advisors
Michigan
$1.03M
PP
3567
Postrock Partners
Oregon
$1.03M
OWG
3568
Oxford Wealth Group
Florida
$1.03M
WI
3569
WJ Interests
Texas
$1.03M
IPA
3570
Investment Planning Advisors
Georgia
$1.03M
AWM
3571
Ariadne Wealth Management
California
$1.03M
MCA
3572
Millennium Capital Advisors
Arkansas
$1.02M
SPP
3573
Single Point Partners
Massachusetts
$1.02M
LIA
3574
LifePlan Investment Advisors
North Carolina
$1.02M
IFU
3575
iSAM Funds (UK)
United Kingdom
$1.02M