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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
WFA
4926
West Financial Advisors
Iowa
$166K
CWM
4927
Copia Wealth Management
Oregon
$166K
HCM
4928
Horrell Capital Management
Arkansas
$161K
DCM
4929
Davis Capital Management
Florida
$150K
BH
4930
Burk Holdings
Oklahoma
$146K
MFT
4931
Moisand Fitzgerald Tamayo
Florida
$146K
IUHSA
4932
Itau Unibanco Holding S.A.
Brazil
$142K
CW
4933
Curio Wealth
Maryland
$141K
CCA
4934
Catalyst Capital Advisors
New York
$140K
SVWA
4935
Sarver Vrooman Wealth Advisors
Missouri
$137K
KI
4936
Keewaydin Investments
New York
$136K
CMA
4937
Cedar Mountain Advisors
Oregon
$132K
EA
4938
Evergreen Advisors
Tennessee
$129K
MWA
4939
Miller Wealth Advisors
Colorado
$126K
ICM
4940
Islay Capital Management
Texas
$125K
DPW
4941
DiNuzzo Private Wealth
Pennsylvania
$124K
PL
4942
Protective Life
Alabama
$123K
MAM
4943
Meeder Asset Management
Ohio
$123K
KG
4944
Kilter Group
New York
$121K
RTL
4945
Red Tortoise LLC
Georgia
$121K
OCM
4946
Osbon Capital Management
Massachusetts
$120K
AF
4947
Abound Financial
California
$116K
BFS
4948
Bare Financial Services
Pennsylvania
$115K
SWA
4949
Strategic Wealth Advisors
Arizona
$114K
FCG
4950
Financial Connections Group
California
$113K