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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
HSWM
4501
Hubbell Strickland Wealth Management
Louisiana
$350K
SPAS
4502
Spectrum Planning & Advisory Services
California
$350K
LOIP
4503
Live Oak Investment Partners
Texas
$349K
CCM
4504
Cutler Capital Management
Massachusetts
$349K
FPW
4505
Flagship Private Wealth
Massachusetts
$349K
PCM
4506
Polymer Capital Management
New York
$349K
RWM
4507
Rialto Wealth Management
New York
$349K
SAM
4508
Satovsky Asset Management
New York
$349K
DF
4509
Daviman Financial
Indiana
$348K
QP
4510
Quartz Partners
New York
$348K
HHGA
4511
Halbert Hargrove Global Advisors
California
$348K
GSWA
4512
Good Steward Wealth Advisors
Tennessee
$347K
SHIM
4513
Stone House Investment Management
Pennsylvania
$346K
UW
4514
Unique Wealth
Florida
$346K
KIC
4515
Keating Investment Counselors
Florida
$346K
CWMS
4516
Cannon Wealth Management Services
North Carolina
$346K
AWA
4517
Alaska Wealth Advisors
Alaska
$345K
PWM
4518
Parkshore Wealth Management
California
$345K
CTWM
4519
Cherry Tree Wealth Management
Minnesota
$345K
SA
4520
Sicart Associates
New York
$345K
CFG
4521
Clayton Financial Group
Missouri
$344K
FCC
4522
Flower City Capital
New York
$344K
AA
4523
Auctus Advisors
North Carolina
$343K
BPW
4524
BLVD Private Wealth
Kentucky
$342K
OCFG
4525
O'Connor Financial Group
Illinois
$342K