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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
CWA
4351
Continuum Wealth Advisors
New York
$436K
BZWA
4352
Blue Zone Wealth Advisors
California
$434K
HGA
4353
Hobbs Group Advisors
South Carolina
$434K
PRRFG
4354
Paul R. Ried Financial Group
Washington
$433K
TFO
4355
Tarbox Family Office
California
$433K
TAM
4356
TCP Asset Management
Ohio
$432K
PFG
4357
Pinnacle Financial Group
Illinois
$432K
CWM
4358
Cooke Wealth Management
California
$432K
CCM
4359
Cloud Capital Management
Washington
$431K
MJP
4360
Michael J. Puzo
$429K
RFN
4361
Redwood Financial Network
Ohio
$429K
FA
4362
Freestate Advisors
Kansas
$429K
AFC
4363
Avise Financial Cooperative
California
$428K
SBCM
4364
Silverberg Bernstein Capital Management
New York
$428K
BF
4365
Brogan Financial
Tennessee
$428K
ACP
4366
Arcus Capital Partners
Georgia
$427K
PWM
4367
Pathway Wealth Management
Texas
$427K
FI
4368
FWG Investments
Kentucky
$426K
SFG
4369
Synergy Financial Group
California
$425K
TP
4370
Trailhead Planners
Minnesota
$425K
OWA
4371
OakTrust Wealth Advisors
Connecticut
$424K
HKAM
4372
Horizon Kinetics Asset Management
New York
$423K
EMCIP
4373
Ewing Morris & Co Investment Partners
Ontario, Canada
$422K
RH
4374
RFG Holdings
Texas
$422K
FSCM
4375
Front Street Capital Management
Montana
$422K