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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
GWM
3601
Greenline Wealth Management
Florida
$998K
FGWP
3602
Founders Grove Wealth Partners
Virginia
$995K
MWM
3603
Mascoma Wealth Management
New Hampshire
$992K
TCM
3604
TruNorth Capital Management
Michigan
$992K
TI
3605
Truepoint Inc
Ohio
$990K
FA
3606
FSA Advisors
Michigan
$990K
GC
3607
Guidance Capital
Kentucky
$990K
PCM
3608
Permanent Capital Management
Illinois
$989K
MAM
3609
Mullooly Asset Management
New Jersey
$988K
BTC
3610
Bank & Trust Company
Illinois
$987K
GWM
3611
Glass Wealth Management
Texas
$987K
NWMG
3612
National Wealth Management Group
Ohio
$986K
JF
3613
Joule Financial
Kentucky
$985K
BW
3614
Bravera Wealth
North Dakota
$982K
RW
3615
Rede Wealth
Virginia
$982K
RA
3616
Riversedge Advisors
Delaware
$982K
PI
3617
Parkside Investments
Illinois
$981K
ACA
3618
Ackerman Capital Advisors
Texas
$981K
BFA
3619
Buttonwood Financial Advisors
Maryland
$981K
VF
3620
Vawter Financial
Ohio
$978K
SSCA
3621
South Shore Capital Advisors
Massachusetts
$978K
MWPCG
3622
Measured Wealth Private Client Group
New Hampshire
$976K
CG
3623
Carmignac Gestion
France
$973K
OWA
3624
Opal Wealth Advisors
New York
$972K
ACA
3625
Ascension Capital Advisors
Texas
$972K