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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
FFL
3726
Financial Freedom LLC
Ohio
$875K
CA
3727
CapWealth Advisors
Tennessee
$875K
PCMC
3728
Paragon Capital Management (Colorado)
Colorado
$873K
SC
3729
Schoolcraft Capital
Colorado
$873K
BDFN
3730
Bond & Devick Financial Network
Minnesota
$872K
TPW
3731
Tiller Private Wealth
Pennsylvania
$868K
PHWM
3732
Pine Harbor Wealth Management
Maryland
$868K
JTWM
3733
Jackson Thornton Wealth Management
Alabama
$868K
RIS
3734
Richmond Investment Services
Wisconsin
$867K
HIW
3735
Holos Integrated Wealth
Pennsylvania
$866K
HA
3736
Hyposwiss Advisors
$863K
IPWA
3737
International Private Wealth Advisors
California
$862K
WWG
3738
West Wealth Group
California
$861K
CIM
3739
Capital Investment Management
Missouri
$860K
LWM
3740
LightSquare Wealth Management
Michigan
$859K
RG
3741
Renaissance Group
Kentucky
$856K
MWM
3742
Maimon Wealth Management
Israel
$856K
RA
3743
Ruggaard & Associates
Ohio
$855K
LRWM
3744
Lord & Richards Wealth Management
Colorado
$852K
IWP
3745
Insight Wealth Partners
Texas
$851K
SG
3746
Strid Group
Pennsylvania
$850K
RWM
3747
Reston Wealth Management
Virginia
$849K
B
3748
Bensler
Washington
$849K
WFA
3749
WMG Financial Advisors
Tennessee
$848K
LIA
3750
Lynx Investment Advisory
District of Columbia
$848K