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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
GMFG
3701
Greater Midwest Financial Group
Minnesota
$898K
EFG
3702
Ehrlich Financial Group
California
$897K
LFA
3703
Laraway Financial Advisors
Minnesota
$896K
EWM
3704
Elevation Wealth Management
Minnesota
$896K
WSFG
3705
Wall Street Financial Group
Illinois
$895K
LHP
3706
Lexington Hill Partners
Texas
$894K
MJRIC
3707
Mogy Joel R Investment Counsel
California
$894K
WFS
3708
WealthGarden F.S.
California
$894K
ACA
3709
American Capital Advisory
Idaho
$893K
EPW
3710
Endeavor Private Wealth
Kansas
$893K
JLBC
3711
J.L. Bainbridge & Co
Florida
$893K
CCP
3712
Carmel Capital Partners
California
$893K
DCM
3713
Driehaus Capital Management
Illinois
$892K
IAG
3714
Investmark Advisory Group
Connecticut
$892K
SPW
3715
Signet Private Wealth
Illinois
$892K
B
3716
Bayban
Minnesota
$891K
FA
3717
Fountainhead AM
New Jersey
$890K
SPWM
3718
Spartan Planning & Wealth Management
North Carolina
$886K
SP
3719
Successful Portfolios
Florida
$884K
IFA
3720
Index Fund Advisors
California
$882K
BAM
3721
Burkett Asset Management
$881K
HWA
3722
Hillcrest Wealth Advisors
New Jersey
$881K
MWM
3723
Maripau Wealth Management
Indiana
$878K
AIP
3724
Avail Investment Partners
Pennsylvania
$877K
BWM
3725
BCS Wealth Management
Tennessee
$875K