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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
IW
4551
Imprint Wealth
South Carolina
$330K
LPFG
4552
Landing Point Financial Group
Ohio
$330K
CAS
4553
CTC Alternative Strategies
Illinois
$329K
LAM
4554
Lountzis Asset Management
Pennsylvania
$328K
GWM
4555
GK Wealth Management
Nevada
$328K
DWM
4556
DWR Wealth Management
California
$328K
APW
4557
Atlantic Private Wealth
North Carolina
$328K
SCM
4558
Stonehearth Capital Management
Massachusetts
$328K
RWS
4559
Rochester Wealth Strategies
Michigan
$327K
LWM
4560
Laidlaw Wealth Management
New York
$327K
Eagle Capital Management (New York)
4561
Eagle Capital Management (New York)
New York
$326K
CCM
4562
Chiron Capital Management
Florida
$326K
BRIA
4563
Balanced Rock Investment Advisors
Massachusetts
$326K
HWA
4564
HighRoad Wealth Advisors
Oregon
$325K
PFA
4565
Pettinga Financial Advisors
Indiana
$325K
RG
4566
RHL Group
Michigan
$325K
WF
4567
Warner Financial
Maryland
$325K
NS
4568
Northland Securities
Minnesota
$325K
RFPS
4569
Reality Financial Planning Services
Florida
$324K
ARG
4570
Advisory Resource Group
Oklahoma
$324K
PIA
4571
Panoramic Investment Advisors
Colorado
$324K
MFA
4572
McClarren Financial Advisors
Pennsylvania
$323K
AWP
4573
Astra Wealth Partners
New Jersey
$323K
MCG
4574
McCollum Christoferson Group
New York
$323K
CCA
4575
Conservest Capital Advisors
Pennsylvania
$323K