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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
EWM
4801
Evolution Wealth Management
Florida
$241K
DFG
4802
DiPaolo Financial Group
Florida
$240K
TWM
4803
TSA Wealth Management
Texas
$240K
MFA
4804
Millington Financial Advisors
Illinois
$240K
BWA
4805
BlueChip Wealth Advisors
Georgia
$240K
BFG
4806
Baron Financial Group
New Jersey
$240K
SWM
4807
Stonebridge Wealth Management
Illinois
$240K
MWM
4808
Mittelman Wealth Management
Massachusetts
$239K
HC
4809
Headland Capital
South Carolina
$239K
PP
4810
Pearl Planning
Michigan
$238K
DF
4811
DecisionPoint Financial
Arizona
$238K
NWM
4812
Navigate Wealth Management
Alabama
$237K
EPAM
4813
Evelyn Partners Asset Management
$237K
CAM
4814
Cobblestone Asset Management
Virginia
$237K
PPW
4815
PACK Private Wealth
Minnesota
$236K
1NWS
4816
1 North Wealth Services
Maryland
$235K
RA
4817
RiverTree Advisors
Florida
$235K
SF
4818
Schaeffer Financial
Maryland
$235K
FHWM
4819
Fox Hill Wealth Management
Massachusetts
$234K
VFG
4820
V2 Financial group
Illinois
$233K
PCM
4821
Pincus Capital Management
New York
$233K
MW
4822
Marrick Wealth
California
$233K
FA
4823
Financial Avengers
California
$232K
FPTW
4824
Franklin, Parlapiano, Turner & Welch
Texas
$231K
PAM
4825
PVG Asset Management
Colorado
$231K