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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
GWA
4401
Geometric Wealth Advisors
District of Columbia
$414K
MGIA
4402
Matthew Goff Investment Advisor
Texas
$414K
DW
4403
Dodds Wealth
Colorado
$414K
LC
4404
Lavaca Capital
Texas
$414K
NCMW
4405
Northern Capital Management (Washington)
Washington
$413K
RAG
4406
RIA Advisory Group
Iowa
$413K
SC
4407
Shearwater Capital
Colorado
$413K
EP
4408
Essential Planning
New Hampshire
$412K
MAM
4409
Marotta Asset Management
Virginia
$411K
CCC
4410
Chelsea Counsel Company
California
$409K
TWM
4411
Triton Wealth Management
Arizona
$409K
WA
4412
WESPAC Advisors
California
$409K
JWM
4413
JDH Wealth Management
California
$408K
HFS
4414
Hoge Financial Services
Pennsylvania
$408K
DI
4415
Disciplined Investments
Oklahoma
$407K
FWM
4416
Fonville Wealth Management
Virginia
$407K
PWM
4417
Penobscot Wealth Management
Maine
$405K
B
4418
Bellecapital
Switzerland
$405K
PS
4419
Portfolio Strategies
New York
$405K
AWM
4420
Avondale Wealth Management
Texas
$404K
KA
4421
Kure Advisory
Minnesota
$404K
SC
4422
Schubert & Co
Texas
$403K
EW
4423
Entruity Wealth
California
$403K
GFA
4424
Godfrey Financial Associates
New York
$401K
IWS
4425
Integrity Wealth Solutions
Colorado
$400K