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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
SC
4401
Shearwater Capital
Colorado
$413K
EP
4402
Essential Planning
New Hampshire
$412K
MAM
4403
Marotta Asset Management
Virginia
$411K
CCC
4404
Chelsea Counsel Company
California
$409K
TWM
4405
Triton Wealth Management
Arizona
$409K
WA
4406
WESPAC Advisors
California
$409K
JWM
4407
JDH Wealth Management
California
$408K
HFS
4408
Hoge Financial Services
Pennsylvania
$408K
DI
4409
Disciplined Investments
Oklahoma
$407K
FWM
4410
Fonville Wealth Management
Virginia
$407K
PWM
4411
Penobscot Wealth Management
Maine
$405K
B
4412
Bellecapital
Switzerland
$405K
PS
4413
Portfolio Strategies
New York
$405K
AWM
4414
Avondale Wealth Management
Texas
$404K
KA
4415
Kure Advisory
Minnesota
$404K
SC
4416
Schubert & Co
Texas
$403K
EW
4417
Entruity Wealth
California
$403K
GFA
4418
Godfrey Financial Associates
New York
$401K
IWS
4419
Integrity Wealth Solutions
Colorado
$400K
APWM
4420
Argonautica Private Wealth Management
Massachusetts
$400K
HBS
4421
Howard Bailey Securities
Indiana
$399K
PF
4422
PlanVest Financial
Maryland
$399K
IWM
4423
IMG Wealth Management
Florida
$398K
PVI
4424
Pura Vida Investments
New York
$397K
IWS
4425
Intentional Wealth Strategies
Colorado
$397K