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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
IA
4876
IFS Advisors
Kansas
$213K
GBA
4877
Garrison Bradford & Associates
New York
$213K
TCM
4878
Teza Capital Management
Illinois
$213K
NWM
4879
Navigoe Wealth Management
California
$213K
CPW
4880
Crestmont Private Wealth
Texas
$213K
DTL
4881
Dynamic Technology Lab
Singapore
$213K
SFA
4882
Seneca Financial Advisors
New York
$213K
SMF
4883
Sterling Manor Financial
New York
$212K
CA
4884
CV Advisors
Florida
$211K
OWM
4885
Opes Wealth Management
California
$211K
BFP
4886
Briaud Financial Planning
Texas
$210K
TWG
4887
The Wealth Group
Minnesota
$210K
DK
4888
David Kennon
Florida
$209K
CWA
4889
Cornerstone Wealth Advisors
Minnesota
$209K
BIS
4890
BG Investment Services
Guam
$209K
PD
4891
Planning Directions
Pennsylvania
$208K
RFW
4892
Redwood Family Wealth
Texas
$208K
WWA
4893
Wingate Wealth Advisors
Massachusetts
$208K
GPW
4894
Gray Private Wealth
Massachusetts
$208K
SIA
4895
Spectrum Investment Advisors
Wisconsin
$207K
BWM
4896
BAM Wealth Management
Colorado
$207K
VWA
4897
Valued Wealth Advisors
Utah
$207K
PFA
4898
Pinnacle Family Advisors
Missouri
$206K
FFG
4899
Foundry Financial Group
New Hampshire
$206K
JCM
4900
Jag Capital Management
Missouri
$206K