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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
FGC
4176
First Growth Capital
Maryland
$535K
MFA
4177
Morling Financial Advisors
California
$534K
EFG
4178
Elm3 Financial Group
Georgia
$533K
NNPTE
4179
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$533K
MFPI
4180
Midwest Financial Partners Investments
Minnesota
$532K
WW
4181
Wright Wealth
Georgia
$530K
EA
4182
Echo45 Advisors
California
$529K
AWM
4183
Able Wealth Management
New Jersey
$529K
AWA
4184
Argos Wealth Advisors
California
$529K
CFS
4185
CGC Financial Services
Oregon
$528K
MWA
4186
Muirfield Wealth Advisors
North Carolina
$527K
HWMG
4187
Harbour Wealth Management Group
South Carolina
$527K
AFO
4188
Allie Family Office
Florida
$527K
CI
4189
Corient IA
Florida
$524K
FWMP
4190
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$524K
SLG
4191
Sanchez Levi Garrett
$523K
NFTC
4192
North Forty Two & Co
Oregon
$523K
IWP
4193
Innova Wealth Partners
Pennsylvania
$523K
TWP
4194
Tower Wealth Partners
Pennsylvania
$523K
DWA
4195
Delta Wealth Advisors
Indiana
$523K
SWMG
4196
Sanchez Wealth Management Group
Florida
$522K
TA
4197
Townsend & Associates
Colorado
$520K
TLA
4198
Tanglewood Legacy Advisors
Texas
$519K
LWA
4199
Ledgewood Wealth Advisors
New Hampshire
$518K
MAM
4200
MMA Asset Management
Pennsylvania
$518K