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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
T
4051
Tableaux
Massachusetts
$634K
PDM
4052
Penn Davis McFarland
Texas
$632K
SFPG
4053
Stonebridge Financial Planning Group
Florida
$631K
CCIA
4054
Cherry Creek Investment Advisors
Colorado
$631K
WA
4055
Waterford Advisors
New York
$628K
FPW
4056
Flywheel Private Wealth
California
$627K
IWM
4057
Integris Wealth Management
California
$626K
SMBT
4058
Southern Michigan Bank & Trust
Michigan
$625K
SIP
4059
Stoneridge Investment Partners
Pennsylvania
$622K
CWA
4060
Centennial Wealth Advisory
Michigan
$621K
KFS
4061
Kelly Financial Services
Massachusetts
$618K
PWA
4062
Peterson Wealth Advisors
Utah
$615K
LP
4063
LGL Partners
Pennsylvania
$615K
EMAM
4064
Encompass More Asset Management
California
$614K
GSCM
4065
Greenfield Seitz Capital Management
Texas
$612K
VCWA
4066
Vanguard Capital Wealth Advisors
Colorado
$610K
WAN
4067
Wealth Advisors Northwest
Oregon
$609K
CIA
4068
Caerus Investment Advisors
Texas
$608K
SGI
4069
Swan Global Investments
Colorado
$607K
KWA
4070
Kondo Wealth Advisors
California
$607K
SWMG
4071
Signature Wealth Management Group
Georgia
$607K
IDA
4072
Intelligence Driven Advisers
California
$607K
SFFS
4073
Stonehage Fleming Financial Services
Jersey
$607K
HIF
4074
Hill Island Financial
Michigan
$606K
JSA
4075
Jacobson & Schmitt Advisors
Wisconsin
$606K