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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
CCM
4676
Check Capital Management
California
$281K
AWM
4677
Alterna Wealth Management
Texas
$281K
MF
4678
Midwestern Financial
Iowa
$281K
CQWA
4679
Chokshi & Queen Wealth Advisors
California
$280K
AFWM
4680
Arta Finance Wealth Management
California
$280K
AAM
4681
Austin Asset Management
Texas
$280K
ES
4682
ETF Store
Kansas
$280K
JWS
4683
Juncture Wealth Strategies
Arizona
$278K
EWA
4684
Elevate Wealth Advisory
Georgia
$278K
EP
4685
E6 Portfolios
Utah
$278K
PFM
4686
Patton Fund Management
Texas
$277K
G
4687
Gainplan
Michigan
$277K
WH
4688
Whitcomb & Hess
Ohio
$276K
TF
4689
Theory Financial
Colorado
$276K
CP
4690
Capital Planning
Washington
$276K
IFS
4691
Integrated Financial Solutions
Virginia
$276K
HSWS
4692
Higgins & Schmidt Wealth Strategies
Colorado
$275K
FS
4693
Ferguson Shapiro
Georgia
$275K
KCM
4694
Kennedy Capital Management
Missouri
$274K
SFAM
4695
Sawyer Falduto Asset Management
Illinois
$272K
WPWM
4696
Western Pacific Wealth Management
Illinois
$271K
LOAMU
4697
Lombard Odier Asset Management (USA)
New York
$271K
LAA
4698
Liberty Atlantic Advisors
Texas
$270K
AC
4699
Avant Capital
Louisiana
$270K
MF
4700
Manuka Financial
Virginia
$270K