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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
SFC
4376
Strategic Financial Concepts
Texas
$421K
WG
4377
Warner Group
Connecticut
$421K
KLI
4378
Kelman-Lazarov Inc
Tennessee
$421K
SPFA
4379
Summit Place Financial Advisors
New Jersey
$421K
PTCG
4380
Pring Turner Capital Group
California
$421K
DWM
4381
DeLarme Wealth Management
California
$420K
NEPPG
4382
New England Professional Planning Group
Rhode Island
$420K
WN
4383
Williams & Novak
California
$419K
VIP
4384
Value Investment Professionals
New York
$418K
GFP
4385
Guardian Financial Partners
California
$418K
PFP
4386
Paragon Financial Partners
California
$418K
EFA
4387
Englebert Financial Advisers
Pennsylvania
$418K
MRI
4388
Mad River Investors
Massachusetts
$417K
LFS
4389
Lutz Financial Services
Nebraska
$417K
TFP
4390
Triune Financial Partners
Kansas
$416K
AL
4391
ADE LLC
Maryland
$416K
RA
4392
Resolute Advisors
California
$416K
IWN
4393
Independent Wealth Network
Iowa
$415K
MWM
4394
MOR Wealth Management
Pennsylvania
$414K
GWA
4395
Geometric Wealth Advisors
District of Columbia
$414K
MGIA
4396
Matthew Goff Investment Advisor
Texas
$414K
DW
4397
Dodds Wealth
Colorado
$414K
LC
4398
Lavaca Capital
Texas
$414K
NCMW
4399
Northern Capital Management (Washington)
Washington
$413K
RAG
4400
RIA Advisory Group
Iowa
$413K