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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
MWM
3876
Maridea Wealth Management
New York
$750K
SAM
3877
Shikiar Asset Management
New York
$750K
SDH
3878
Sloy Dahl & Holst
Washington
$749K
KFP
3879
Keener Financial Planning
Texas
$748K
OWM
3880
OneAscent Wealth Management
Alabama
$747K
AWP
3881
Axis Wealth Partners
Rhode Island
$747K
IIWM
3882
Investment Insight Wealth Management
New York
$747K
MFP
3883
Meramec Financial Planners
Missouri
$747K
HB
3884
Horizon Bancorp
Indiana
$746K
NWM
3885
Nolet Wealth Management
Texas
$746K
AFIA
3886
America First Investment Advisors
Nebraska
$744K
CCG
3887
Catalina Capital Group
California
$744K
GPW
3888
Genesis Private Wealth
Virginia
$743K
1CP
3889
1015 Capital Partners
Pennsylvania
$742K
NWMG
3890
Nicholson Wealth Management Group
South Carolina
$742K
FAFN
3891
First Affirmative Financial Network
Colorado
$742K
IPW
3892
Impact Partnership Wealth
Georgia
$742K
WA
3893
Wealthstar Advisors
Texas
$741K
MA
3894
MKT Advisors
California
$740K
HFM
3895
Harvest Fund Management
China
$740K
FPCG
3896
Forum Private Client Group
Indiana
$740K
TA
3897
Tactive Advisors
Florida
$740K
PAW
3898
Plan A Wealth
Nebraska
$737K
NIWA
3899
New Insight Wealth Advisors
California
$736K
EWA
3900
Eagle Wealth Advisors
Connecticut
$736K