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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
TPWA
3926
Twin Peaks Wealth Advisors
California
$724K
SFS
3927
Sharp Financial Services
Pennsylvania
$723K
BAMG
3928
Brand Asset Management Group
Missouri
$723K
SW
3929
SMART Wealth
Nebraska
$722K
HPWM
3930
High Point Wealth Management
New Jersey
$722K
PCM
3931
Prospera Capital Management
Arizona
$721K
CNWM
3932
Clay Northam Wealth Management
California
$720K
TLFA
3933
True Link Financial Advisors
California
$717K
TWM
3934
Troutman Wealth Management
Pennsylvania
$717K
CSW
3935
Cogent Strategic Wealth
Illinois
$715K
PSA
3936
Plum Street Advisors
Louisiana
$715K
JC
3937
Jacobs & Co
California
$715K
JA
3938
JVL Associates
Michigan
$714K
CFGSD
3939
Compass Financial Group (South Dakota)
South Dakota
$714K
RCM
3940
Rockbridge Capital Management
Virginia
$713K
FA
3941
FDx Advisors
Illinois
$713K
IPW
3942
Intergy Private Wealth
Colorado
$713K
SH
3943
SLT Holdings
Arizona
$712K
LJCM
3944
Lee Johnson Capital Management
Texas
$711K
WWP
3945
Wise Wealth Partners
Arizona
$710K
PCMNC
3946
Piedmont Capital Management (North Carolina)
North Carolina
$710K
CRIG
3947
Charter Research & Investment Group
Connecticut
$708K
AIA
3948
Arbor Investment Advisors
North Carolina
$707K
HFO
3949
Heritage Family Offices
Arizona
$705K
BHWM
3950
Beaird Harris Wealth Management
Texas
$705K