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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
FNWM
4776
Financial Network Wealth Management
Utah
$245K
SWA
4777
ShankerValleau Wealth Advisors
Illinois
$244K
ACM
4778
Alamar Capital Management
California
$244K
AP
4779
Aspect Partners
Virginia
$244K
CA
4780
Chatterton & Associates
California
$244K
NA
4781
Note Advisors
New York
$244K
AWA
4782
Archvest Wealth Advisors
California
$243K
PWM
4783
PMG Wealth Management
Illinois
$243K
TCCM
4784
Timber Creek Capital Management
Massachusetts
$243K
MWM
4785
Madrid Wealth Management
New Mexico
$242K
WCA
4786
Waratah Capital Advisors
Ontario, Canada
$242K
CFSG
4787
Clark Financial Services Group
Missouri
$242K
LWMI
4788
Legacy Wealth Management (Idaho)
Idaho
$242K
TSW
4789
Three Seasons Wealth
Utah
$242K
CCP
4790
Caden Capital Partners
California
$242K
BWA
4791
Boulder Wealth Advisors
Colorado
$241K
BWMG
4792
Barnes Wealth Management Group
California
$241K
FW
4793
Fairway Wealth
Ohio
$241K
EWM
4794
Evolution Wealth Management
Florida
$241K
DFG
4795
DiPaolo Financial Group
Florida
$240K
TWM
4796
TSA Wealth Management
Texas
$240K
MFA
4797
Millington Financial Advisors
Illinois
$240K
BWA
4798
BlueChip Wealth Advisors
Georgia
$240K
BFG
4799
Baron Financial Group
New Jersey
$240K
SWM
4800
Stonebridge Wealth Management
Illinois
$240K