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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
MQWP
4301
Morey & Quinn Wealth Partners
Nebraska
$462K
HKIMG
4302
Hutchens & Kramer Investment Management Group
Indiana
$462K
CCM
4303
Chickasaw Capital Management
Tennessee
$461K
FFC
4304
Frederick Financial Consultants
Maryland
$461K
LWP
4305
LeClair Wealth Partners
Ohio
$461K
BWAM
4306
Blue Water Asset Management
Michigan
$461K
RWM
4307
RMG Wealth Management
Wisconsin
$461K
CCWP
4308
Cedar Cove Wealth Partners
Minnesota
$460K
KCM
4309
Kendall Capital Management
Maryland
$459K
AAS
4310
Asset Allocation Strategies
Michigan
$459K
BFS
4311
Baskin Financial Services
Ontario, Canada
$459K
GCM
4312
G2 Capital Management
Ohio
$458K
MSWM
4313
Mowery & Schoenfeld Wealth Management
Illinois
$458K
EFL
4314
ERn Financial LLC
Wisconsin
$458K
SAM
4315
Seelaus Asset Management
New Jersey
$457K
PAS
4316
Parsonex Advisory Services
Colorado
$457K
PFS
4317
Prospect Financial Services
New York
$456K
BLAM
4318
Bourne Lent Asset Management
New York
$456K
PFA
4319
Plotkin Financial Advisors
Maryland
$456K
EI
4320
EDMP Inc
Florida
$455K
APW
4321
Axim Planning & Wealth
Ohio
$454K
WMN
4322
Wealth Management Nebraska
Nebraska
$451K
LF
4323
Lighthouse Financial
Florida
$450K
FDS
4324
Freedom Day Solutions
Texas
$449K
IW
4325
Instrumental Wealth
Florida
$449K