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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
LL
4551
LPWM LLC
Minnesota
$332K
JSA
4552
Jim Saulnier & Associates
Colorado
$332K
WFP
4553
Wrenne Financial Planning
Kentucky
$331K
GCP
4554
Guardian Capital (Pennsylvania)
Pennsylvania
$331K
DA
4555
Dash Acquisitions
California
$331K
LSWP
4556
Liberty Square Wealth Partners
Pennsylvania
$331K
FIC
4557
Family Investment Center
Missouri
$331K
IW
4558
Imprint Wealth
South Carolina
$330K
LPFG
4559
Landing Point Financial Group
Ohio
$330K
CAS
4560
CTC Alternative Strategies
Illinois
$329K
LAM
4561
Lountzis Asset Management
Pennsylvania
$328K
GWM
4562
GK Wealth Management
Nevada
$328K
DWM
4563
DWR Wealth Management
California
$328K
APW
4564
Atlantic Private Wealth
North Carolina
$328K
SCM
4565
Stonehearth Capital Management
Massachusetts
$328K
RWS
4566
Rochester Wealth Strategies
Michigan
$327K
LWM
4567
Laidlaw Wealth Management
New York
$327K
Eagle Capital Management (New York)
4568
Eagle Capital Management (New York)
New York
$326K
CCM
4569
Chiron Capital Management
Florida
$326K
BRIA
4570
Balanced Rock Investment Advisors
Massachusetts
$326K
HWA
4571
HighRoad Wealth Advisors
Oregon
$325K
PFA
4572
Pettinga Financial Advisors
Indiana
$325K
RG
4573
RHL Group
Michigan
$325K
WF
4574
Warner Financial
Maryland
$325K
NS
4575
Northland Securities
Minnesota
$325K