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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
SP
4826
Sequent Planning
Nebraska
$230K
PWM
4827
Peak Wealth Management
New Hampshire
$229K
CD
4828
Capital Developers
North Carolina
$229K
PFM
4829
Peak Financial Management
Massachusetts
$229K
IC
4830
Iconiq Capital
California
$229K
TWP
4831
TFO Wealth Partners
Ohio
$229K
GF
4832
Goodman Financial
Texas
$229K
T
4833
Tidemark
California
$228K
DFP
4834
Donalies Financial Planning
District of Columbia
$228K
SWA
4835
Sightline Wealth Advisors
Connecticut
$228K
FH
4836
Financial Harvest
Florida
$228K
RS
4837
Rakuten Securities
Japan
$227K
EMB
4838
Elefante Mark B
$227K
PA
4839
Prosperity Advisers
Pennsylvania
$227K
AWM
4840
Austin Wealth Management
Texas
$226K
SWM
4841
Steelhead Wealth Management
Virginia
$226K
DJYG
4842
David J. Yvars Group
Florida
$226K
II
4843
Impact Investors
California
$226K
CWR
4844
Chico Wealth RIA
California
$225K
FAC
4845
Financial Advisory Corporation
Michigan
$225K
NPAN
4846
Northeast Planning Associates NH
New Hampshire
$225K
OFP
4847
OFC Financial Planning
New Jersey
$224K
TCM
4848
Tran Capital Management
California
$224K
FF
4849
Foronjy Financial
California
$223K
HOWA
4850
Hudson Oak Wealth Advisory
New Jersey
$222K