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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
HA
4476
Helium Advisors
Washington
$364K
R
4477
Rebalance
California
$363K
HWA
4478
Heritage Wealth Architects
Minnesota
$363K
IWP
4479
IAG Wealth Partners
Wisconsin
$363K
BFA
4480
Brown Financial Advisory
Alabama
$362K
AWA
4481
Adapt Wealth Advisors
Georgia
$362K
IMT
4482
Investment Management Trust
Massachusetts
$360K
JF
4483
JMN Financial
Ohio
$360K
PWS
4484
Precision Wealth Strategies
Missouri
$359K
NQWM
4485
Northwest Quadrant Wealth Management
Oregon
$358K
PEWA
4486
Pacific Excel Wealth Advisors
California
$358K
PSC
4487
Prentiss Smith & Co
Vermont
$357K
GFG
4488
Grantvest Financial Group
New Jersey
$357K
JHC
4489
J. Hagan Capital
Kentucky
$356K
RWFS
4490
Rayburn West Financial Services
Tennessee
$356K
PS
4491
Pinney & Scofield
Massachusetts
$355K
PFO
4492
PMG Family Office
Texas
$355K
VPWA
4493
Vestia Personal Wealth Advisors
Indiana
$354K
CWA
4494
Cascade Wealth Advisors
Washington
$353K
W
4495
WorthPointe
California
$352K
OWM
4496
Orgel Wealth Management
Wisconsin
$352K
RRWA
4497
Rainey & Randall Wealth Advisors
Florida
$352K
HA
4498
Hanover Advisors
South Carolina
$352K
TFS
4499
Targeted Financial Services
Florida
$351K
DKCM
4500
Davidson Kahn Capital Management
California
$351K