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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
IWM
4051
Integris Wealth Management
California
$626K
SMBT
4052
Southern Michigan Bank & Trust
Michigan
$625K
SIP
4053
Stoneridge Investment Partners
Pennsylvania
$622K
CWA
4054
Centennial Wealth Advisory
Michigan
$621K
KFS
4055
Kelly Financial Services
Massachusetts
$618K
PWA
4056
Peterson Wealth Advisors
Utah
$615K
LP
4057
LGL Partners
Pennsylvania
$615K
EMAM
4058
Encompass More Asset Management
California
$614K
GSCM
4059
Greenfield Seitz Capital Management
Texas
$612K
VCWA
4060
Vanguard Capital Wealth Advisors
Colorado
$610K
WAN
4061
Wealth Advisors Northwest
Oregon
$609K
CIA
4062
Caerus Investment Advisors
Texas
$608K
SGI
4063
Swan Global Investments
Colorado
$607K
KWA
4064
Kondo Wealth Advisors
California
$607K
SWMG
4065
Signature Wealth Management Group
Georgia
$607K
IDA
4066
Intelligence Driven Advisers
California
$607K
SFFS
4067
Stonehage Fleming Financial Services
Jersey
$607K
HIF
4068
Hill Island Financial
Michigan
$606K
JSA
4069
Jacobson & Schmitt Advisors
Wisconsin
$606K
CL
4070
COWA LLC
Oklahoma
$606K
GCWM
4071
Graham Capital Wealth Management
District of Columbia
$606K
BA
4072
Brightwater Advisory
Florida
$605K
SRWM
4073
Shira Ridge Wealth Management
California
$603K
RWC
4074
Rare Wolf Capital
Washington
$602K
SWIM
4075
Smallwood Wealth Investment Management
New Jersey
$601K