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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
CWA
4501
Cascade Wealth Advisors
Washington
$353K
W
4502
WorthPointe
California
$352K
OWM
4503
Orgel Wealth Management
Wisconsin
$352K
RRWA
4504
Rainey & Randall Wealth Advisors
Florida
$352K
HA
4505
Hanover Advisors
South Carolina
$352K
TFS
4506
Targeted Financial Services
Florida
$351K
DKCM
4507
Davidson Kahn Capital Management
California
$351K
HSWM
4508
Hubbell Strickland Wealth Management
Louisiana
$350K
SPAS
4509
Spectrum Planning & Advisory Services
California
$350K
LOIP
4510
Live Oak Investment Partners
Texas
$349K
CCM
4511
Cutler Capital Management
Massachusetts
$349K
FPW
4512
Flagship Private Wealth
Massachusetts
$349K
PCM
4513
Polymer Capital Management
New York
$349K
RWM
4514
Rialto Wealth Management
New York
$349K
SAM
4515
Satovsky Asset Management
New York
$349K
DF
4516
Daviman Financial
Indiana
$348K
QP
4517
Quartz Partners
New York
$348K
HHGA
4518
Halbert Hargrove Global Advisors
California
$348K
GSWA
4519
Good Steward Wealth Advisors
Tennessee
$347K
SHIM
4520
Stone House Investment Management
Pennsylvania
$346K
UW
4521
Unique Wealth
Florida
$346K
KIC
4522
Keating Investment Counselors
Florida
$346K
CWMS
4523
Cannon Wealth Management Services
North Carolina
$346K
AWA
4524
Alaska Wealth Advisors
Alaska
$345K
PWM
4525
Parkshore Wealth Management
California
$345K