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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
VW
4626
Veridan Wealth
Oregon
$299K
IWB
4627
Innovative Wealth Building
Maryland
$298K
SFG
4628
Strive Financial Group
Indiana
$298K
AAM
4629
Auxier Asset Management
Oregon
$298K
FGG
4630
Financial Guidance Group
Florida
$297K
MFG
4631
Midwest Financial Group
Kansas
$297K
CFWMA
4632
Center for Wealth Management Advisory
Ohio
$297K
AV
4633
Aspiring Ventures
Ohio
$296K
GJIA
4634
Glass Jacobson Investment Advisors
Maryland
$296K
PCA
4635
Private Capital Advisors
Connecticut
$296K
PP
4636
PFS Partners
New Jersey
$296K
PC
4637
Purewater Capital
Texas
$295K
OA
4638
Oxbow Advisors
Texas
$295K
NAMM
4639
NorthStar Asset Management (Massachusetts)
Massachusetts
$295K
DWM
4640
Daner Wealth Management
Georgia
$295K
CA
4641
Cumberland Advisors
Florida
$294K
UWM
4642
USAdvisors Wealth Management
Minnesota
$294K
CMP
4643
Coston McIsaac & Partners
Maine
$294K
VWM
4644
Vermillion Wealth Management
Minnesota
$293K
AFS
4645
AFG Fiduciary Services
Massachusetts
$293K
HWM
4646
HRC Wealth Management
Idaho
$293K
MA
4647
McGrath & Associates
North Carolina
$293K
SF
4648
SWP Financial
California
$293K
DQRIM
4649
Dale Q Rice Investment Management
Washington
$292K
FWSM
4650
First Wilshire Securities Management
California
$292K