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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
RSWA
4001
Robinson Smith Wealth Advisors
Maine
$670K
CGH
4002
CMG Global Holdings
Texas
$670K
GWA
4003
Gratus Wealth Advisors
Virginia
$670K
EP
4004
Ehrenkranz Partners
New York
$667K
LBC
4005
Leigh Baldwin & Co
New York
$665K
CWMP
4006
Clarion Wealth Managment Partners
Virginia
$664K
CCM
4007
Carderock Capital Management
Maryland
$662K
MCM
4008
M1 Capital Management
Michigan
$661K
WP
4009
Waycross Partners
Kentucky
$661K
LFA
4010
Level Financial Advisors
New York
$661K
FCM
4011
Fourpath Capital Management
Oklahoma
$661K
BIA
4012
Bell Investment Advisors
California
$660K
DWML
4013
Decker Wealth Management LLC
Tennessee
$659K
WQ
4014
Wealth Quarterback
New Jersey
$659K
SM
4015
Sensible Money
Arizona
$659K
SHF
4016
Safe Harbor Fiduciary
Florida
$658K
PGWM
4017
Pitti Group Wealth Management
New York
$658K
WCM
4018
Wealthcare Capital Management
Virginia
$656K
CFA
4019
Camarda Financial Advisors
Florida
$656K
RP
4020
Riverwater Partners
Wisconsin
$652K
EA
4021
Efficient Advisors
Ohio
$651K
CFG
4022
Compton Financial Group
Maryland
$651K
QCIG
4023
Quad-Cities Investment Group
Iowa
$650K
RPGNY
4024
Retirement Planning Group (New York)
New York
$650K
SCP
4025
Stevens Capital Partners
Nebraska
$650K