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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
PFO
5001
Pioneer Family Office
Florida
$41.8K
WT
5002
WHI Trust
Illinois
$40.9K
HWM
5003
Horizons Wealth Management
North Carolina
$36.8K
CIR
5004
Clear Investment Research
Georgia
$36.8K
TM
5005
Torren Management
California
$36.2K
MTI
5006
Merrithew & Thorsten Inc
California
$36K
RPA
5007
Redwood Park Advisors
California
$35.7K
MAFA
5008
MJT & Associates Financial Advisory
Minnesota
$33.5K
AAG
5009
Accordant Advisory Group
Maryland
$32.1K
PSFG
5010
Park Square Financial Group
Georgia
$30K
MWC
5011
MBM Wealth Consultants
Missouri
$29.4K
CPL
5012
Capital & Planning LLC
Georgia
$29.4K
GAG
5013
Goodman Advisory Group
Massachusetts
$27.4K
BIM
5014
Breakwater Investment Management
Washington
$27.1K
HAP
5015
Harbor Asset Planning
Massachusetts
$26.8K
TWM
5016
Timmons Wealth Management
Massachusetts
$24.4K
PS
5017
PayPay Securities
Japan
$23.2K
FG
5018
Fairman Group
Pennsylvania
$23K
SA
5019
Strategic Advocates
Utah
$22.4K
TBFAI
5020
Three Bearings Fiduciary Advisors, Inc.
New Hampshire
$20.6K
TIAAOA
5021
Teachers Insurance & Annuity Association of America
New York
$20.6K
T
5022
Transce3nd
Texas
$19.1K
3FI
5023
3 Factor Indexing
California
$15.9K
NA
5024
Networth Advisors
Pennsylvania
$15.3K
LA
5025
LM Advisors
California
$14K