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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
FCM
4676
Fogel Capital Management
Florida
$284K
BHWM
4677
Bay Harbor Wealth Management
Maryland
$284K
CPWM
4678
Cypress Point Wealth Management
Texas
$282K
RIAS
4679
Rachor Investment Advisory Services
Michigan
$282K
IDBONY
4680
Israel Discount Bank of New York
New York
$282K
UFA
4681
Uptown Financial Advisors
Texas
$282K
WCM
4682
WealthTrak Capital Management
Virginia
$282K
CCM
4683
Check Capital Management
California
$281K
AWM
4684
Alterna Wealth Management
Texas
$281K
MF
4685
Midwestern Financial
Iowa
$281K
CQWA
4686
Chokshi & Queen Wealth Advisors
California
$280K
AFWM
4687
Arta Finance Wealth Management
California
$280K
AAM
4688
Austin Asset Management
Texas
$280K
ES
4689
ETF Store
Kansas
$280K
JWS
4690
Juncture Wealth Strategies
Arizona
$278K
EWA
4691
Elevate Wealth Advisory
Georgia
$278K
EP
4692
E6 Portfolios
Utah
$278K
PFM
4693
Patton Fund Management
Texas
$277K
G
4694
Gainplan
Michigan
$277K
WH
4695
Whitcomb & Hess
Ohio
$276K
TF
4696
Theory Financial
Colorado
$276K
CP
4697
Capital Planning
Washington
$276K
IFS
4698
Integrated Financial Solutions
Virginia
$276K
HSWS
4699
Higgins & Schmidt Wealth Strategies
Colorado
$275K
FS
4700
Ferguson Shapiro
Georgia
$275K