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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
AFA
4176
American Financial Advisors
Georgia
$540K
SFG
4177
Southern Financial Group
Alabama
$538K
WCM
4178
Warburton Capital Management
Oklahoma
$538K
BHPW
4179
Box Hill Private Wealth
Arizona
$538K
ICMM
4180
Integrated Capital Management (Michigan)
Michigan
$535K
CIC
4181
Chase Investment Counsel
Virginia
$535K
FGC
4182
First Growth Capital
Maryland
$535K
MFA
4183
Morling Financial Advisors
California
$534K
EFG
4184
Elm3 Financial Group
Georgia
$533K
NNPTE
4185
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$533K
MFPI
4186
Midwest Financial Partners Investments
Minnesota
$532K
WW
4187
Wright Wealth
Georgia
$530K
EA
4188
Echo45 Advisors
California
$529K
AWM
4189
Able Wealth Management
New Jersey
$529K
AWA
4190
Argos Wealth Advisors
California
$529K
CFS
4191
CGC Financial Services
Oregon
$528K
MWA
4192
Muirfield Wealth Advisors
North Carolina
$527K
HWMG
4193
Harbour Wealth Management Group
South Carolina
$527K
AFO
4194
Allie Family Office
Florida
$527K
CI
4195
Corient IA
Florida
$524K
FWMP
4196
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$524K
SLG
4197
Sanchez Levi Garrett
$523K
NFTC
4198
North Forty Two & Co
Oregon
$523K
IWP
4199
Innova Wealth Partners
Pennsylvania
$523K
TWP
4200
Tower Wealth Partners
Pennsylvania
$523K