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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
FCU
4251
Financial Concepts Unlimited
Maine
$488K
MWM
4252
Momentous Wealth Management
Washington
$487K
EC
4253
Eaton-Cambridge
Arizona
$487K
CA
4254
CWC Advisors
Oregon
$487K
CS
4255
CapitalatWork SA
$487K
CWMGP
4256
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$487K
HIA
4257
HTG Investment Advisors
Connecticut
$486K
PFA
4258
Presper Financial Architects
Ohio
$486K
FAN
4259
Financial Advisors Network
California
$485K
IPW
4260
IronBridge Private Wealth
Texas
$485K
GCA
4261
Genesee Capital Advisors
New York
$484K
PRI
4262
Prepared Retirement Institute
Pennsylvania
$484K
EWM
4263
Endowment Wealth Management
Wisconsin
$484K
PWM
4264
Power Wealth Management
Georgia
$483K
EWL
4265
Emissary Wealth LLC
New Jersey
$482K
TFCP
4266
Twin Focus Capital Partners
Massachusetts
$482K
TW
4267
Towerpoint Wealth
California
$482K
RAS
4268
RPS Advisory Solutions
Kentucky
$481K
UWM
4269
Urban Wealth Management
California
$481K
WWM
4270
Wiser Wealth Management
Georgia
$481K
SIS
4271
Strategic Investment Solutions
Illinois
$480K
2L
4272
25 LLC
Missouri
$480K
GWSA
4273
Global Wealth Strategies & Associates
Colorado
$479K
SWIA
4274
Solano Wealth Investment Advisors
California
$478K
CHWM
4275
Cauble & Harre Wealth Management
Missouri
$476K