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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
DWA
4201
Delta Wealth Advisors
Indiana
$523K
SWMG
4202
Sanchez Wealth Management Group
Florida
$522K
TA
4203
Townsend & Associates
Colorado
$520K
TLA
4204
Tanglewood Legacy Advisors
Texas
$519K
LWA
4205
Ledgewood Wealth Advisors
New Hampshire
$518K
MAM
4206
MMA Asset Management
Pennsylvania
$518K
XT
4207
XTX Topco
Cayman Islands
$517K
CCP
4208
Cushing Capital Partners
Wisconsin
$516K
JGIA
4209
Jackson Grant Investment Advisers
Connecticut
$516K
GRA
4210
Golden Road Advisors
Florida
$515K
GSWM
4211
Greenup Street Wealth Management
Michigan
$515K
SCA
4212
Sage Capital Advisors
South Dakota
$514K
WAG
4213
Wallace Advisory Group
California
$513K
S
4214
Storgate
Texas
$511K
FFG
4215
Fortress Financial Group
Minnesota
$510K
KFS
4216
Kurt F. Somerville
$509K
AWMG
4217
ADG Wealth Management Group
Louisiana
$509K
CM
4218
Columbus Macro
Pennsylvania
$509K
SOAG
4219
Silver Oak Advisory Group
Oregon
$508K
WFS
4220
Walker Financial Services
Kentucky
$508K
NRW
4221
Nova R Wealth
Kansas
$507K
KL
4222
KWMG LLC
Kansas
$507K
AWC
4223
Adamsbrown Wealth Consultants
Kansas
$506K
AWAU
4224
Alliance Wealth Advisors (Utah)
Utah
$506K
BGA
4225
Battery Global Advisors
Massachusetts
$505K