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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
XT
4201
XTX Topco
Cayman Islands
$517K
CCP
4202
Cushing Capital Partners
Wisconsin
$516K
JGIA
4203
Jackson Grant Investment Advisers
Connecticut
$516K
GRA
4204
Golden Road Advisors
Florida
$515K
GSWM
4205
Greenup Street Wealth Management
Michigan
$515K
SCA
4206
Sage Capital Advisors
South Dakota
$514K
WAG
4207
Wallace Advisory Group
California
$513K
S
4208
Storgate
Texas
$511K
FFG
4209
Fortress Financial Group
Minnesota
$510K
KFS
4210
Kurt F. Somerville
$509K
AWMG
4211
ADG Wealth Management Group
Louisiana
$509K
CM
4212
Columbus Macro
Pennsylvania
$509K
SOAG
4213
Silver Oak Advisory Group
Oregon
$508K
WFS
4214
Walker Financial Services
Kentucky
$508K
NRW
4215
Nova R Wealth
Kansas
$507K
KL
4216
KWMG LLC
Kansas
$507K
AWC
4217
Adamsbrown Wealth Consultants
Kansas
$506K
AWAU
4218
Alliance Wealth Advisors (Utah)
Utah
$506K
BGA
4219
Battery Global Advisors
Massachusetts
$505K
YWM
4220
Yoder Wealth Management
California
$505K
BOSSRA
4221
B.O.S.S. Retirement Advisors
Utah
$505K
DC
4222
Defender Capital
North Carolina
$505K
NFW
4223
Noble Family Wealth
Florida
$504K
HFRG
4224
Houlihan Financial Resource Group
Virginia
$504K
RFS
4225
RM Financial Services
Maine
$503K