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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
SWM
3676
SilverOak Wealth Management
Minnesota
$922K
AGA
3677
Accuvest Global Advisors
Utah
$922K
LWM
3678
LongView Wealth Management
Georgia
$921K
BFF
3679
Byrne Financial Freedom
Massachusetts
$921K
BWM
3680
BNB Wealth Management
Maryland
$920K
PCFFS
3681
Pacific Center for Financial Services
California
$919K
AA
3682
Alpha Advisors
Virginia
$918K
GRR
3683
Golden Reserve Retirement
Ohio
$915K
TFA
3684
Tobias Financial Advisors
Florida
$914K
MMHP
3685
Murphy Middleton Hinkle & Parker
Georgia
$914K
VPP
3686
Vertex Planning Partners
Illinois
$913K
PIM
3687
Pullen Investment Management
Florida
$913K
Cohen & Steers
3688
Cohen & Steers
New York
$912K
FEG
3689
Financial Enhancement Group
Indiana
$912K
MWM
3690
Mindset Wealth Management
Indiana
$911K
AWA
3691
Arbor Wealth Advisors
Michigan
$911K
CPW
3692
Cogent Private Wealth
Florida
$910K
KAM
3693
Knightsbridge Asset Management
California
$910K
ACM
3694
Absolute Capital Management
Pennsylvania
$908K
GFG
3695
Genesis Financial Group
New Jersey
$905K
KCIC
3696
Kuhn & Co Investment Counsel
Illinois
$905K
FFWM
3697
Future Financial Wealth Management
Ohio
$904K
RMC
3698
Ring Mountain Capital
California
$904K
ANBOT
3699
American National Bank of Texas
Texas
$901K
WSWA
3700
Warren Street Wealth Advisors
California
$900K