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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
NWP
3876
NerdWallet Wealth Partners
New York
$751K
ETS
3877
ESL Trust Services
New York
$751K
DFS
3878
Dixon Fnancial Services
California
$751K
BAS
3879
Breakthru Advisory Services
Wisconsin
$751K
MWM
3880
Maridea Wealth Management
New York
$750K
SAM
3881
Shikiar Asset Management
New York
$750K
SDH
3882
Sloy Dahl & Holst
Washington
$749K
KFP
3883
Keener Financial Planning
Texas
$748K
OWM
3884
OneAscent Wealth Management
Alabama
$747K
AWP
3885
Axis Wealth Partners
Rhode Island
$747K
IIWM
3886
Investment Insight Wealth Management
New York
$747K
MFP
3887
Meramec Financial Planners
Missouri
$747K
HB
3888
Horizon Bancorp
Indiana
$746K
NWM
3889
Nolet Wealth Management
Texas
$746K
AFIA
3890
America First Investment Advisors
Nebraska
$744K
CCG
3891
Catalina Capital Group
California
$744K
GPW
3892
Genesis Private Wealth
Virginia
$743K
1CP
3893
1015 Capital Partners
Pennsylvania
$742K
NWMG
3894
Nicholson Wealth Management Group
South Carolina
$742K
FAFN
3895
First Affirmative Financial Network
Colorado
$742K
IPW
3896
Impact Partnership Wealth
Georgia
$742K
WA
3897
Wealthstar Advisors
Texas
$741K
MA
3898
MKT Advisors
California
$740K
HFM
3899
Harvest Fund Management
China
$740K
FPCG
3900
Forum Private Client Group
Indiana
$740K