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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
MWA
3626
Motive Wealth Advisors
Michigan
$967K
CWM
3627
Concentrum Wealth Management
California
$965K
VW
3628
Vance Wealth
California
$965K
EBSAM
3629
Eubel Brady & Suttman Asset Management
Ohio
$965K
DWM
3630
DecisionMap Wealth Management
Virginia
$965K
AW
3631
Apricus Wealth
South Carolina
$964K
WAM
3632
WealthTrust Asset Management
Florida
$964K
WCG
3633
Weaver Consulting Group
California
$963K
CA
3634
Capital Advantage
California
$963K
SLA
3635
Silver Lake Advisory
Utah
$961K
TC
3636
Tacita Capital
Ontario, Canada
$960K
PCM
3637
Praxis Capital Management
Illinois
$960K
CA
3638
Clune & Associates
Illinois
$960K
CMAI
3639
Capital Management Associates Inc
Minnesota
$959K
WFP
3640
Worthington Financial Partners
Ohio
$958K
PWS
3641
Pursuit Wealth Strategies
North Carolina
$957K
PWM
3642
Partners Wealth Management
California
$955K
IIM
3643
Illumine Investment Management
Washington
$953K
EWP
3644
Elevation Wealth Partners
California
$950K
MAMU
3645
Myriad Asset Management US
Florida
$949K
ADBIC
3646
A.D. Beadell Investment Counsel
Wisconsin
$947K
WAM
3647
Wallington Asset Management
Indiana
$947K
SM
3648
Salzhauer Michael
$946K
NWM
3649
Nova Wealth Management
Florida
$945K
NPPM
3650
North Point Portfolio Managers
Ohio
$945K