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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
BAM
3576
Bellevue Asset Management
Washington
$1.01M
BEW
3577
Burton Enright Welch
California
$1.01M
PPC
3578
Pennington Partners & Co
Maryland
$1.01M
RW
3579
RVW Wealth
California
$1.01M
GCL
3580
Gouws Capital LLC
North Carolina
$1.01M
WPW
3581
Watershed Private Wealth
Illinois
$1.01M
HFS
3582
Hopwood Financial Services
Virginia
$1.01M
HC
3583
Hamilton Capital
Ohio
$1.01M
BFWM
3584
Bright Futures Wealth Management
New York
$1.01M
NRI
3585
NFP Retirement Inc
California
$1M
WSA
3586
Wealth Science Advisors
Georgia
$1M
MWM
3587
Maltin Wealth Management
New Jersey
$1M
SGCM
3588
Sanchez Gaunt Capital Management
Nevada
$1M
FFO
3589
Fortitude Family Office
Arizona
$1M
ACC
3590
Acorn Creek Capital
Colorado
$1M
ONSWM
3591
Old North State Wealth Management
North Carolina
$1M
BI
3592
Beckerman Institutional
New Jersey
$1M
SP
3593
Symmetry Partners
Connecticut
$998K
TWM
3594
TCFG Wealth Management
California
$998K
TIA
3595
TCFG Investment Advisors
California
$998K
GWM
3596
Greenline Wealth Management
Florida
$998K
FGWP
3597
Founders Grove Wealth Partners
Virginia
$995K
MWM
3598
Mascoma Wealth Management
New Hampshire
$992K
TCM
3599
TruNorth Capital Management
Michigan
$992K
TI
3600
Truepoint Inc
Ohio
$990K