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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
GC
4151
Guilbault Capital
Louisiana
$548K
AMG
4152
Asset Management Group
Connecticut
$548K
AM
4153
Atwater Malick
Pennsylvania
$547K
DFA
4154
DHJJ Financial Advisors
Illinois
$547K
DWM
4155
Denver Wealth Management
Colorado
$546K
RIP
4156
Reliant Investment Partners
North Carolina
$545K
CWA
4157
Clarus Wealth Advisors
Arizona
$545K
GFA
4158
Gladwyn Financial Advisors
Virginia
$545K
IWAO
4159
Independence Wealth Advisors (Ohio)
Ohio
$545K
WBCM
4160
Wilson & Boucher Capital Management
California
$545K
FFS
4161
Fortress Financial Solutions
Arizona
$544K
DWAM
4162
Duncan Williams Asset Management
Tennessee
$544K
RK
4163
Rather & Kittrell
Tennessee
$543K
NWMP
4164
Noble Wealth Management PBC
Colorado
$543K
SC
4165
Schiavi & Co
Delaware
$543K
CWA
4166
CogentBlue Wealth Advisors
Tennessee
$542K
GA
4167
Gordian Advisors
Arizona
$542K
JWM
4168
Jupiter Wealth Management
Colorado
$542K
TCM
4169
Thoma Capital Management
Maryland
$542K
AFA
4170
American Financial Advisors
Georgia
$540K
SFG
4171
Southern Financial Group
Alabama
$538K
WCM
4172
Warburton Capital Management
Oklahoma
$538K
BHPW
4173
Box Hill Private Wealth
Arizona
$538K
ICMM
4174
Integrated Capital Management (Michigan)
Michigan
$535K
CIC
4175
Chase Investment Counsel
Virginia
$535K