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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
LFASL
4276
Lugano Financial Advisors SA (LFA)
Switzerland
$475K
VBFP
4277
Valtinson Bruner Financial Planning
Minnesota
$475K
CFS
4278
Cannon Financial Strategists
Georgia
$474K
GFL
4279
Granite FO LLC
New Hampshire
$473K
SFMG
4280
Sage Financial Management Group
Virginia
$473K
FSBI
4281
Fearless Solutions (Best Invest)
Texas
$472K
GGI
4282
Godsey & Gibb Inc
Virginia
$471K
TWM
4283
Trevian Wealth Management
Massachusetts
$471K
HWMC
4284
Heritage Wealth Management (California)
California
$471K
LIA
4285
Luken Investment Analytics
Tennessee
$470K
BFAG
4286
Blackston Financial Advisory Group
Florida
$470K
QWM
4287
Quaker Wealth Management
New Jersey
$470K
SHWM
4288
Smith & Howard Wealth Management
Georgia
$469K
BWP
4289
BlueStem Wealth Partners
Minnesota
$468K
CP
4290
Clarendon Private
Massachusetts
$467K
AAMC
4291
Asset Allocation & Management Company
Illinois
$467K
BWM
4292
Boyd Wealth Management
California
$466K
BAM
4293
Belleair Asset Management
Florida
$466K
LD
4294
Lipe & Dalton
New York
$466K
WA
4295
Waystone Advisors
Washington
$465K
RIP
4296
RAM Investment Partners
Washington
$464K
CC
4297
Capital Counsel
New York
$464K
SSG
4298
Summit Securities Group
New York
$463K
SWA
4299
Strata Wealth Advisors
Texas
$462K
SWP
4300
ShoreHaven Wealth Partners
New Jersey
$462K