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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
LWPC
3676
Legacy Wealth Partners (Colorado)
Colorado
$927K
GFWA
3677
Grey Fox Wealth Advisors
Delaware
$926K
HF
3678
Holcombe Financial
Georgia
$926K
AIA
3679
AIMZ Investment Advisors
California
$925K
RWM
3680
RBA Wealth Management
California
$924K
SWM
3681
SilverOak Wealth Management
Minnesota
$922K
AGA
3682
Accuvest Global Advisors
Utah
$922K
LWM
3683
LongView Wealth Management
Georgia
$921K
BFF
3684
Byrne Financial Freedom
Massachusetts
$921K
BWM
3685
BNB Wealth Management
Maryland
$920K
PCFFS
3686
Pacific Center for Financial Services
California
$919K
AA
3687
Alpha Advisors
Virginia
$918K
GRR
3688
Golden Reserve Retirement
Ohio
$915K
TFA
3689
Tobias Financial Advisors
Florida
$914K
MMHP
3690
Murphy Middleton Hinkle & Parker
Georgia
$914K
VPP
3691
Vertex Planning Partners
Illinois
$913K
PIM
3692
Pullen Investment Management
Florida
$913K
Cohen & Steers
3693
Cohen & Steers
New York
$912K
FEG
3694
Financial Enhancement Group
Indiana
$912K
MWM
3695
Mindset Wealth Management
Indiana
$911K
AWA
3696
Arbor Wealth Advisors
Michigan
$911K
CPW
3697
Cogent Private Wealth
Florida
$910K
KAM
3698
Knightsbridge Asset Management
California
$910K
ACM
3699
Absolute Capital Management
Pennsylvania
$908K
GFG
3700
Genesis Financial Group
New Jersey
$905K