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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
WA
4301
Waystone Advisors
Washington
$465K
RIP
4302
RAM Investment Partners
Washington
$464K
CC
4303
Capital Counsel
New York
$464K
SSG
4304
Summit Securities Group
New York
$463K
SWA
4305
Strata Wealth Advisors
Texas
$462K
SWP
4306
ShoreHaven Wealth Partners
New Jersey
$462K
MQWP
4307
Morey & Quinn Wealth Partners
Nebraska
$462K
HKIMG
4308
Hutchens & Kramer Investment Management Group
Indiana
$462K
CCM
4309
Chickasaw Capital Management
Tennessee
$461K
FFC
4310
Frederick Financial Consultants
Maryland
$461K
LWP
4311
LeClair Wealth Partners
Ohio
$461K
BWAM
4312
Blue Water Asset Management
Michigan
$461K
RWM
4313
RMG Wealth Management
Wisconsin
$461K
CCWP
4314
Cedar Cove Wealth Partners
Minnesota
$460K
KCM
4315
Kendall Capital Management
Maryland
$459K
AAS
4316
Asset Allocation Strategies
Michigan
$459K
BFS
4317
Baskin Financial Services
Ontario, Canada
$459K
GCM
4318
G2 Capital Management
Ohio
$458K
MSWM
4319
Mowery & Schoenfeld Wealth Management
Illinois
$458K
EFL
4320
ERn Financial LLC
Wisconsin
$458K
SAM
4321
Seelaus Asset Management
New Jersey
$457K
PAS
4322
Parsonex Advisory Services
Colorado
$457K
PFS
4323
Prospect Financial Services
New York
$456K
BLAM
4324
Bourne Lent Asset Management
New York
$456K
PFA
4325
Plotkin Financial Advisors
Maryland
$456K