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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
2WWM
4151
21 West Wealth Management
California
$549K
LWA
4152
LifeGoal Wealth Advisors
New York
$549K
TCM
4153
Tradewinds Capital Management
Washington
$549K
WHCI
4154
W.H. Cornerstone Investments
Massachusetts
$548K
OPWM
4155
Oxinas Partners Wealth Management
Indiana
$548K
1L
4156
10Elms LLP
Oklahoma
$548K
GC
4157
Guilbault Capital
Louisiana
$548K
AMG
4158
Asset Management Group
Connecticut
$548K
AM
4159
Atwater Malick
Pennsylvania
$547K
DFA
4160
DHJJ Financial Advisors
Illinois
$547K
DWM
4161
Denver Wealth Management
Colorado
$546K
RIP
4162
Reliant Investment Partners
North Carolina
$545K
CWA
4163
Clarus Wealth Advisors
Arizona
$545K
GFA
4164
Gladwyn Financial Advisors
Virginia
$545K
IWAO
4165
Independence Wealth Advisors (Ohio)
Ohio
$545K
WBCM
4166
Wilson & Boucher Capital Management
California
$545K
FFS
4167
Fortress Financial Solutions
Arizona
$544K
DWAM
4168
Duncan Williams Asset Management
Tennessee
$544K
RK
4169
Rather & Kittrell
Tennessee
$543K
NWMP
4170
Noble Wealth Management PBC
Colorado
$543K
SC
4171
Schiavi & Co
Delaware
$543K
CWA
4172
CogentBlue Wealth Advisors
Tennessee
$542K
GA
4173
Gordian Advisors
Arizona
$542K
JWM
4174
Jupiter Wealth Management
Colorado
$542K
TCM
4175
Thoma Capital Management
Maryland
$542K