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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
CL
4076
COWA LLC
Oklahoma
$606K
GCWM
4077
Graham Capital Wealth Management
District of Columbia
$606K
BA
4078
Brightwater Advisory
Florida
$605K
SRWM
4079
Shira Ridge Wealth Management
California
$603K
RWC
4080
Rare Wolf Capital
Washington
$602K
SWIM
4081
Smallwood Wealth Investment Management
New Jersey
$601K
IVP
4082
Intrinsic Value Partners
Arizona
$598K
WI
4083
Wedgewood Investors
Pennsylvania
$597K
LAM
4084
Lakewood Asset Management
Illinois
$596K
IFO
4085
Independent Family Office
New York
$596K
JE
4086
Jacobs Equity
Utah
$594K
RWMG
4087
Redwood Wealth Management Group
New Jersey
$594K
SO
4088
Sierra Ocean
California
$593K
AC
4089
AWM Capital
Arizona
$593K
OFP
4090
OLIO Financial Planning
Virginia
$593K
MBI
4091
May Barnhard Investments
Maryland
$592K
WFS
4092
Widmann Financial Services
Maryland
$592K
AR
4093
Apeiron RIA
Texas
$591K
CWA
4094
Cura Wealth Advisors
Illinois
$590K
FCMA
4095
Foresight Capital Management Advisors
Michigan
$589K
WWA
4096
Wealth Watch Advisors
Colorado
$589K
ATFA
4097
All Terrain Financial Advisors
Minnesota
$589K
BCM
4098
Brooktree Capital Management
Michigan
$588K
BOA
4099
Birnam Oak Advisors
New York
$588K
BAG
4100
Bauman Advisory Group
Nevada
$587K