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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
CCM
4476
Colorado Capital Management
Colorado
$371K
LAM
4477
Lifestyle Asset Management
Texas
$368K
WA
4478
Winter & Associates
Minnesota
$368K
SHJ
4479
Sharkey, Howes & Javer
Colorado
$367K
AWP
4480
Accretive Wealth Partners
New Jersey
$365K
SPA
4481
Sentinel Pension Advisors
Massachusetts
$365K
HA
4482
Helium Advisors
Washington
$364K
R
4483
Rebalance
California
$363K
HWA
4484
Heritage Wealth Architects
Minnesota
$363K
IWP
4485
IAG Wealth Partners
Wisconsin
$363K
BFA
4486
Brown Financial Advisory
Alabama
$362K
AWA
4487
Adapt Wealth Advisors
Georgia
$362K
MFG
4488
MTM Financial Group
Pennsylvania
$360K
IMT
4489
Investment Management Trust
Massachusetts
$360K
JF
4490
JMN Financial
Ohio
$360K
PWS
4491
Precision Wealth Strategies
Missouri
$359K
NQWM
4492
Northwest Quadrant Wealth Management
Oregon
$358K
PEWA
4493
Pacific Excel Wealth Advisors
California
$358K
PSC
4494
Prentiss Smith & Co
Vermont
$357K
GFG
4495
Grantvest Financial Group
New Jersey
$357K
JHC
4496
J. Hagan Capital
Kentucky
$356K
RWFS
4497
Rayburn West Financial Services
Tennessee
$356K
PS
4498
Pinney & Scofield
Massachusetts
$355K
PFO
4499
PMG Family Office
Texas
$355K
VPWA
4500
Vestia Personal Wealth Advisors
Indiana
$354K