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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
SCM
4351
Saxony Capital Management
Missouri
$439K
CA
4352
Crane Advisory
California
$439K
RWM
4353
Ruedi Wealth Management
Illinois
$439K
AI
4354
AdvisorShares Investments
Maryland
$438K
DFG
4355
Demars Financial Group
Washington
$437K
JRPIM
4356
Journey Retirement Planning & Investment Management
Idaho
$436K
CWA
4357
Continuum Wealth Advisors
New York
$436K
BZWA
4358
Blue Zone Wealth Advisors
California
$434K
HGA
4359
Hobbs Group Advisors
South Carolina
$434K
PRRFG
4360
Paul R. Ried Financial Group
Washington
$433K
TFO
4361
Tarbox Family Office
California
$433K
TAM
4362
TCP Asset Management
Ohio
$432K
PFG
4363
Pinnacle Financial Group
Illinois
$432K
CWM
4364
Cooke Wealth Management
California
$432K
CCM
4365
Cloud Capital Management
Washington
$431K
MJP
4366
Michael J. Puzo
$429K
RFN
4367
Redwood Financial Network
Ohio
$429K
FA
4368
Freestate Advisors
Kansas
$429K
AFC
4369
Avise Financial Cooperative
California
$428K
SBCM
4370
Silverberg Bernstein Capital Management
New York
$428K
BF
4371
Brogan Financial
Tennessee
$428K
ACP
4372
Arcus Capital Partners
Georgia
$427K
PWM
4373
Pathway Wealth Management
Texas
$427K
FI
4374
FWG Investments
Kentucky
$426K
SFG
4375
Synergy Financial Group
California
$425K