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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
PWA
4651
Prairie Wealth Advisors
Nebraska
$290K
NA
4652
Nautilus Advisors
California
$290K
BCAM
4653
Boston Common Asset Management
Massachusetts
$289K
MWM
4654
Magnolia Wealth Management
Alabama
$289K
WOSD
4655
WFA of San Diego
California
$289K
FWM
4656
FFT Wealth Management
Pennsylvania
$288K
AW
4657
Ankerstar Wealth
Texas
$288K
RLWM
4658
RF&L Wealth Management
Massachusetts
$288K
RI
4659
Rinkey Investments
California
$287K
FFW
4660
Fusion Family Wealth
New York
$287K
KFG
4661
Kropog Financial Group
Louisiana
$287K
WA
4662
WPG Advisers
Maryland
$287K
HOWA
4663
Heritage Oak Wealth Advisors
Florida
$287K
ACM
4664
Anfield Capital Management
California
$287K
AIA
4665
Alternative Investment Advisors
Florida
$285K
WFP
4666
Welch Financial Planning
Colorado
$285K
WIP
4667
WealthCare Investment Partners
Rhode Island
$284K
DWA
4668
Delos Wealth Advisors
Texas
$284K
FCM
4669
Fogel Capital Management
Florida
$284K
BHWM
4670
Bay Harbor Wealth Management
Maryland
$284K
CPWM
4671
Cypress Point Wealth Management
Texas
$282K
RIAS
4672
Rachor Investment Advisory Services
Michigan
$282K
IDBONY
4673
Israel Discount Bank of New York
New York
$282K
UFA
4674
Uptown Financial Advisors
Texas
$282K
WCM
4675
WealthTrak Capital Management
Virginia
$282K