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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
SCA
4026
Southern Capital Advisors
Tennessee
$650K
CYG
4027
Clean Yield Group
Vermont
$650K
PWMG
4028
Private Wealth Management Group
New Jersey
$649K
Axa
4029
Axa
France
$649K
S
4030
Sachetta
Massachusetts
$648K
CWMGO
4031
Capstone Wealth Management Group (Oregon)
Oregon
$648K
BGAI
4032
Bruce G. Allen Investments
Colorado
$648K
TWD
4033
True Wealth Design
Ohio
$648K
SIM
4034
Sterling Investment Management
Arizona
$647K
AF
4035
ASL Financial
California
$646K
MFS
4036
McNamara Financial Services
Massachusetts
$645K
DWM
4037
Darwin Wealth Management
Florida
$642K
DWS
4038
Dynamic Wealth Strategies
California
$642K
OA
4039
Oceanside Advisors
South Carolina
$640K
RWRC
4040
R.W. Roge & Company
New York
$640K
SBWIC
4041
Schaper Benz & Wise Investment Counsel
Wisconsin
$640K
RSF
4042
Rik Saylor Financial
Ohio
$636K
RS
4043
R Squared
Hong Kong
$635K
TF
4044
Tenzing Financial
Virginia
$634K
T
4045
Tableaux
Massachusetts
$634K
PDM
4046
Penn Davis McFarland
Texas
$632K
SFPG
4047
Stonebridge Financial Planning Group
Florida
$631K
CCIA
4048
Cherry Creek Investment Advisors
Colorado
$631K
WA
4049
Waterford Advisors
New York
$628K
FPW
4050
Flywheel Private Wealth
California
$627K