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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
BBA
4001
Braun-Bostich & Associates
Pennsylvania
$672K
KC
4002
Knuff & Co
California
$671K
BWS
4003
Broadway Wealth Solutions
Texas
$671K
FGI
4004
Foresight Global Investors
New York
$670K
RSWA
4005
Robinson Smith Wealth Advisors
Maine
$670K
CGH
4006
CMG Global Holdings
Texas
$670K
GWA
4007
Gratus Wealth Advisors
Virginia
$670K
EP
4008
Ehrenkranz Partners
New York
$667K
LBC
4009
Leigh Baldwin & Co
New York
$665K
CWMP
4010
Clarion Wealth Managment Partners
Virginia
$664K
CCM
4011
Carderock Capital Management
Maryland
$662K
MCM
4012
M1 Capital Management
Michigan
$661K
WP
4013
Waycross Partners
Kentucky
$661K
LFA
4014
Level Financial Advisors
New York
$661K
FCM
4015
Fourpath Capital Management
Oklahoma
$661K
BIA
4016
Bell Investment Advisors
California
$660K
DWML
4017
Decker Wealth Management LLC
Tennessee
$659K
WQ
4018
Wealth Quarterback
New Jersey
$659K
SM
4019
Sensible Money
Arizona
$659K
SHF
4020
Safe Harbor Fiduciary
Florida
$658K
PGWM
4021
Pitti Group Wealth Management
New York
$658K
WCM
4022
Wealthcare Capital Management
Virginia
$656K
CFA
4023
Camarda Financial Advisors
Florida
$656K
RP
4024
Riverwater Partners
Wisconsin
$652K
WF
4025
WealthPoint Financial
North Carolina
$652K