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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
NWA
4701
Northwest Wealth Advisors
Washington
$270K
CMMS
4702
Comprehensive Money Management Services
Florida
$270K
TNAM
4703
Terra Nova Asset Management
New York
$269K
MAA
4704
Mraz Amerine & Associates
California
$268K
GCM
4705
Gallacher Capital Management
Colorado
$268K
UI
4706
Unconventional Investor
New Hampshire
$268K
HCRE
4707
Hoya Capital Real Estate
Connecticut
$268K
HC
4708
Hoese & Co
Minnesota
$268K
CI
4709
Carroll Investors
South Carolina
$267K
EWA
4710
Exit Wealth Advisors
Georgia
$267K
GAM
4711
GEM Asset Management
Michigan
$267K
B
4712
BetterWealth
California
$266K
NLWP
4713
Next Level Wealth Planning
Idaho
$265K
EAM
4714
Everstar Asset Management
North Carolina
$265K
HPA
4715
High Probability Advisors
New York
$265K
TCOK
4716
Trust Company of Kansas
Kansas
$264K
BF
4717
Bonfire Financial
Colorado
$264K
GC
4718
GFG Capital
Florida
$263K
Q1WB
4719
Quest 10 Wealth Builders
Virginia
$263K
AWM
4720
Act Wealth Management
Texas
$262K
SL
4721
SFM LLC
New Hampshire
$262K
AWM
4722
Adams Wealth Management
Utah
$262K
RIM
4723
Reliant Investment Management
Tennessee
$261K
GK
4724
Graney & King
New York
$260K
FWA
4725
Fulcrum Wealth Advisors
Washington
$260K