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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
AA
4651
Advisory Advocates
Michigan
$292K
RIG
4652
Renaissance Investment Group
Massachusetts
$292K
KOC
4653
Koss-Olinger Consulting
Florida
$291K
MSWA
4654
Marshall & Sterling Wealth Advisors
New York
$290K
ZAM
4655
Zevin Asset Management
Massachusetts
$290K
W
4656
WealthCollab
Washington
$290K
OFG
4657
Opulen Financial Group
Virginia
$290K
PWA
4658
Prairie Wealth Advisors
Nebraska
$290K
NA
4659
Nautilus Advisors
California
$290K
BCAM
4660
Boston Common Asset Management
Massachusetts
$289K
MWM
4661
Magnolia Wealth Management
Alabama
$289K
WOSD
4662
WFA of San Diego
California
$289K
FWM
4663
FFT Wealth Management
Pennsylvania
$288K
AW
4664
Ankerstar Wealth
Texas
$288K
RLWM
4665
RF&L Wealth Management
Massachusetts
$288K
RI
4666
Rinkey Investments
California
$287K
FFW
4667
Fusion Family Wealth
New York
$287K
KFG
4668
Kropog Financial Group
Louisiana
$287K
WA
4669
WPG Advisers
Maryland
$287K
HOWA
4670
Heritage Oak Wealth Advisors
Florida
$287K
ACM
4671
Anfield Capital Management
California
$287K
AIA
4672
Alternative Investment Advisors
Florida
$285K
WFP
4673
Welch Financial Planning
Colorado
$285K
WIP
4674
WealthCare Investment Partners
Rhode Island
$284K
DWA
4675
Delos Wealth Advisors
Texas
$284K