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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
Q1WB
4726
Quest 10 Wealth Builders
Virginia
$263K
AWM
4727
Act Wealth Management
Texas
$262K
SL
4728
SFM LLC
New Hampshire
$262K
AWM
4729
Adams Wealth Management
Utah
$262K
RIM
4730
Reliant Investment Management
Tennessee
$261K
GK
4731
Graney & King
New York
$260K
FWA
4732
Fulcrum Wealth Advisors
Washington
$260K
QL
4733
Quarry LP
New York
$260K
MKW
4734
Mullaney, Keating & Wright
Connecticut
$259K
SSA
4735
Schonfeld Strategic Advisors
New York
$259K
STFP
4736
Signal Tree Financial Partners
Ohio
$259K
CCW
4737
Coastline Complete Wealth
South Carolina
$259K
PFA
4738
Providence Financial Advisors
Kansas
$259K
GCS
4739
Gordian Capital (Singapore)
Singapore
$257K
BFA
4740
Ballast Financial Advisors
Pennsylvania
$257K
GCM
4741
Generation Capital Management
New York
$256K
CDWM
4742
Campbell Deegan Wealth Management
Virginia
$256K
MPIA
4743
Milestones Private Investment Advisors
New York
$255K
MA
4744
Macro Advisors
Pennsylvania
$255K
BWM
4745
Brickley Wealth Management
California
$254K
LAM
4746
Lummis Asset Management
Texas
$254K
LFA
4747
Legend Financial Advisors
Pennsylvania
$254K
N
4748
Numerai
California
$254K
SWM
4749
StoneCrest Wealth Management
Arizona
$253K
PCWA
4750
Pacific Capital Wealth Advisors
California
$253K