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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
SG
3751
Strid Group
Pennsylvania
$850K
RWM
3752
Reston Wealth Management
Virginia
$849K
B
3753
Bensler
Washington
$849K
WFA
3754
WMG Financial Advisors
Tennessee
$848K
LIA
3755
Lynx Investment Advisory
District of Columbia
$848K
HP
3756
Havemeyer Place
Connecticut
$848K
PAG
3757
Paladin Advisory Group
Iowa
$846K
HCP
3758
Holt Capital Partners
Texas
$846K
KWA
3759
Kellett Wealth Advisors
Ohio
$846K
OCM
3760
Objective Capital Management
Ohio
$846K
SC
3761
Saturna Capital
Washington
$845K
AWM
3762
Allen Wealth Management
North Carolina
$843K
SWG
3763
Summit Wealth Group
Vermont
$843K
MF
3764
Meridian Financial
Massachusetts
$842K
OAS
3765
Optivise Advisory Services
Tennessee
$841K
AFWM
3766
AMJ Financial Wealth Management
Virginia
$838K
CFGA
3767
Cambridge Financial Group (Arizona)
Arizona
$838K
QWM
3768
QP Wealth Management
New Jersey
$837K
KFAS
3769
Keating Financial Advisory Services
Kansas
$837K
CL
3770
CLG LLC
California
$834K
TA
3771
TCM Advisors
West Virginia
$833K
KFA
3772
Krane Funds Advisors
New York
$832K
MWP
3773
Meridian Wealth Partners
Pennsylvania
$832K
POIA
3774
Pin Oak Investment Advisors
Texas
$831K
LWA
3775
Legacy Wealth Advisors
Florida
$830K