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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
YWM
4226
Yoder Wealth Management
California
$505K
BOSSRA
4227
B.O.S.S. Retirement Advisors
Utah
$505K
DC
4228
Defender Capital
North Carolina
$505K
NFW
4229
Noble Family Wealth
Florida
$504K
HFRG
4230
Houlihan Financial Resource Group
Virginia
$504K
RFS
4231
RM Financial Services
Maine
$503K
NRWA
4232
North Ridge Wealth Advisors
Oregon
$503K
NPI
4233
New Perspectives Inc
Mississippi
$501K
JCIA
4234
Jackson Creek Investment Advisors
Colorado
$500K
AFC
4235
Ares Financial Consulting
California
$500K
WWM
4236
WT Wealth Management
Arizona
$500K
PBF
4237
Petix & Botte Financial
California
$499K
TPF
4238
Tribridge Partners Financial
Maryland
$498K
GAMC
4239
Garner Asset Management Corp
Texas
$498K
PVAMC
4240
PPS&V Asset Management Consultants
Michigan
$497K
JRFS
4241
James Reed Financial Services
Ohio
$495K
SPW
4242
Stillwater Private Wealth
Pennsylvania
$495K
CMBA
4243
C.M. Bidwell & Associates
Hawaii
$494K
BMCM
4244
Burns Matteson Capital Management
New York
$493K
FFG
4245
Forum Finance Group
$493K
AIFAIM
4246
American Institute for Advanced Investment Management
Arizona
$493K
CA
4247
Cache Advisors
California
$493K
RAM
4248
Riggs Asset Management
Pennsylvania
$492K
OWM
4249
Omnitrust Wealth Management
Florida
$492K
EWA
4250
Encompass Wealth Advisors
Oregon
$492K