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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
WFM
3651
Wolff Financial Management
Michigan
$944K
WFA
3652
WestHill Financial Advisors
California
$942K
FCM
3653
Fortis Capital Management
Washington
$942K
IA
3654
Invested Advisors
Pennsylvania
$941K
WFC
3655
Western Financial Corp
California
$940K
VFP
3656
Verus Financial Partners
Virginia
$940K
LWM
3657
Lionshead Wealth Management
New York
$939K
LC
3658
Lawood & Co
Pennsylvania
$939K
THL
3659
Tillman Hartley LLC
Colorado
$937K
AG
3660
AmeriFlex Group
Nevada
$937K
OAM
3661
Oberweis Asset Management
Illinois
$936K
FA
3662
Fiducient Advisors
Illinois
$936K
CFO
3663
Collective Family Office
Pennsylvania
$935K
CFM
3664
Cornerstone Financial Management
Massachusetts
$934K
EW
3665
Expressive Wealth
Illinois
$934K
CP
3666
Creekside Partners
California
$933K
AF
3667
Atala Financial
California
$929K
IAS
3668
Integrity Advisory Solutions
Texas
$928K
IIM
3669
Ironwood Investment Management
Massachusetts
$928K
WS
3670
Wilian Securities
Minnesota
$928K
LWPC
3671
Legacy Wealth Partners (Colorado)
Colorado
$927K
GFWA
3672
Grey Fox Wealth Advisors
Delaware
$926K
HF
3673
Holcombe Financial
Georgia
$926K
AIA
3674
AIMZ Investment Advisors
California
$925K
RWM
3675
RBA Wealth Management
California
$924K