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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
TIA
4526
Tandem Investment Advisors
South Carolina
$342K
LPP
4527
Life Planning Partners
Florida
$342K
OPWM
4528
Oregon Pacific Wealth Management
Oregon
$341K
O3W
4529
Omni 360 Wealth
New Jersey
$340K
FAM
4530
Frontier Asset Management
Wyoming
$340K
HFF
4531
Halter Ferguson Financial
Indiana
$340K
BA
4532
Bellwether Advisors
Nebraska
$340K
CSIA
4533
Conrad Siegel Investment Advisors
Pennsylvania
$340K
PC
4534
Prairiewood Capital
North Dakota
$339K
AA
4535
ACT Advisors
North Carolina
$339K
FAOAI
4536
Fund Advisors of America Inc
Florida
$339K
MIM
4537
Macroview Investment Management
Maryland
$338K
FWA
4538
FOCUS Wealth Advisors
Texas
$338K
IWMO
4539
Integrated Wealth Management (Ohio)
Ohio
$335K
4WM
4540
4J Wealth Management
Virginia
$335K
MFS
4541
Mirabella Financial Services
United Kingdom
$334K
LFWA
4542
LiftPoint Family Wealth Advisors
New Jersey
$333K
FIT
4543
Financially in Tune
Massachusetts
$332K
LL
4544
LPWM LLC
Minnesota
$332K
JSA
4545
Jim Saulnier & Associates
Colorado
$332K
WFP
4546
Wrenne Financial Planning
Kentucky
$331K
GCP
4547
Guardian Capital (Pennsylvania)
Pennsylvania
$331K
DA
4548
Dash Acquisitions
California
$331K
LSWP
4549
Liberty Square Wealth Partners
Pennsylvania
$331K
FIC
4550
Family Investment Center
Missouri
$331K