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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
WCM
3951
Wallace Capital Management
Texas
$703K
BCM
3952
Boreal Capital Management
Florida
$703K
BWCS
3953
Beirne Wealth Consulting Services
Connecticut
$702K
PWA
3954
Physician Wealth Advisors
Utah
$702K
WWA
3955
Wisconsin Wealth Advisors
Wisconsin
$701K
APWA
3956
Atlas Private Wealth Advisors
New Jersey
$701K
FF
3957
Friday Financial
Iowa
$700K
CFP
3958
Cypress Financial Planning
New Jersey
$700K
PCMM
3959
Piedmont Capital Management (Montana)
Montana
$698K
LCA
3960
Legend Capital Advisors
New York
$698K
BW
3961
Basepoint Wealth
Iowa
$698K
TCMP
3962
Thrive Capital Management (Pennsylvania)
Pennsylvania
$698K
AWP
3963
Avid Wealth Partners
Texas
$695K
CPW
3964
Catalyst Private Wealth
California
$694K
SCM
3965
Stonebridge Capital Management
California
$694K
EWA
3966
Emergent Wealth Advisors
New York
$694K
Betterment LLC
3967
Betterment LLC
New York
$693K
DHC
3968
Drum Hill Capital
Connecticut
$692K
LSA
3969
Lansing Street Advisors
Pennsylvania
$691K
HIS
3970
Harvest Investment Services
Illinois
$691K
AAMG
3971
AMG Asset Management Group
Georgia
$691K
CFO
3972
Capitol Family Office
Oregon
$690K
ACM
3973
Aster Capital Management
United Arab Emirates
$689K
CFS
3974
Coordinated Financial Services
Colorado
$689K
6SA
3975
6th Street Advisors
Alabama
$687K