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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
SWM
4326
SFG Wealth Management
Maryland
$447K
KCAM
4327
Kagan Cocozza Asset Management
New Jersey
$446K
BDPWM
4328
Barnes Dennig Private Wealth Management
Ohio
$445K
KIA
4329
Kraematon Investment Advisors
Massachusetts
$444K
JPLA
4330
Joseph P. Lucia & Associates
New York
$444K
PF
4331
Prota Financial
Texas
$444K
RCI
4332
RS Crum Inc
California
$443K
PFA
4333
Pathway Financial Advisors
Vermont
$443K
CWM
4334
ClientFirst Wealth Management
Arkansas
$442K
MFS
4335
Madrona Financial Services
Washington
$442K
MA
4336
Mezzasalma Advisors
New Jersey
$441K
HP
4337
Highlander Partners
Texas
$441K
SAM
4338
Stembrook Asset Management
New Jersey
$441K
GC
4339
Gruss & Co
Florida
$441K
NA
4340
Nottingham Advisors
New York
$441K
MPPW
4341
Mitchell & Pahl Private Wealth
Oklahoma
$441K
MJFG
4342
Mars Jewett Financial Group
Washington
$440K
CCA
4343
Cottonwood Capital Advisors
Utah
$440K
HIM
4344
Harbour Investment Management
Washington
$440K
SCM
4345
Saxony Capital Management
Missouri
$439K
CA
4346
Crane Advisory
California
$439K
RWM
4347
Ruedi Wealth Management
Illinois
$439K
AI
4348
AdvisorShares Investments
Maryland
$438K
DFG
4349
Demars Financial Group
Washington
$437K
JRPIM
4350
Journey Retirement Planning & Investment Management
Idaho
$436K