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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
AWM
4901
AAF Wealth Management
Massachusetts
$204K
CWM
4902
Cedar Wealth Management
California
$204K
SRCM
4903
Signature Resources Capital Management
California
$203K
PWA
4904
Provenance Wealth Advisors
Florida
$202K
ODFS
4905
O'Donnell Financial Services
California
$202K
BI
4906
Breachway Investments
Rhode Island
$202K
CIM
4907
Confluence Investment Management
Missouri
$202K
MFF
4908
Michels Family Financial
Texas
$201K
TGIA
4909
Torrey Growth & Income Advisors
California
$200K
SWM
4910
Salvus Wealth Management
New Jersey
$200K
HCP
4911
Hamilton Capital Partners
Georgia
$200K
PCM
4912
Passive Capital Management
Maryland
$200K
CCMI
4913
Creative Capital Management Investments
California
$195K
RF
4914
RetireMitten Financial
Michigan
$192K
EA
4915
Evolution Advisers
Virginia
$191K
MUMSS
4916
Mitsubishi UFJ Morgan Stanley Securities
Japan
$189K
AF
4917
Align Financial
Minnesota
$187K
TCM
4918
TD Capital Management
Tennessee
$186K
BCM
4919
Basso Capital Management
Connecticut
$178K
FNWA
4920
Financial Network Wealth Advisors
Utah
$178K
WA
4921
Whipplewood Advisors
Colorado
$177K
AIS
4922
Advocate Investing Services
Maryland
$176K
T
4923
TOBAM
France
$170K
SFO
4924
Standard Family Office
South Dakota
$169K
SAM
4925
Sherman Asset Management
California
$168K