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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
MWM
4751
Mascagni Wealth Management
Mississippi
$251K
KAS
4752
Kemnay Advisory Services
New York
$250K
PFC
4753
Phocas Financial Corp
California
$250K
SAS
4754
Stelac Advisory Services
New York
$250K
MTC
4755
McDaniel Terry & Co
Texas
$250K
BCWM
4756
Ball & Co Wealth Management
Tennessee
$250K
BWG
4757
Beta Wealth Group
California
$250K
SWM
4758
Schwallier Wealth Management
Michigan
$250K
PC
4759
Parrish Capital
Georgia
$249K
AWMS
4760
Advocacy Wealth Management Services
Georgia
$249K
ACM
4761
Avalon Capital Management
California
$249K
AI
4762
Auour Investments
Massachusetts
$248K
BWA
4763
BCU Wealth Advisors
Illinois
$248K
AW
4764
Avion Wealth
Texas
$248K
QA
4765
Quattro Advisors
Pennsylvania
$248K
CAAM
4766
Cornerstone Advisors Asset Management
Pennsylvania
$248K
FA
4767
Fortis Advisors
Pennsylvania
$248K
JWM
4768
Jacksonville Wealth Management
Florida
$247K
C
4769
Covestor
United Kingdom
$247K
VWM
4770
Vigil Wealth Management
Florida
$247K
EP
4771
Essential Partners
California
$247K
NCG
4772
Newport Capital Group
New Jersey
$247K
GVCM
4773
Global View Capital Management
Wisconsin
$246K
AFG
4774
Altiora Financial Group
Ohio
$246K
CIS
4775
Continental Investors Services
Washington
$245K