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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
EWM
5101
Elite Wealth Management
Washington
OA
5102
Operose Advisors
Wisconsin
BCM
5103
Bayesian Capital Management
New York
GCM
5104
Goldstream Capital Management
Hong Kong
GCM
5105
Greenland Capital Management
New York
PFA
5106
Petra Financial Advisors
Colorado
CAGAS
5107
Capital Advisory Group Advisory Services
Minnesota
HC
5108
Hourglass Capital
Texas
A
5109
AlphaQuest
New York
KWM
5110
KW Wealth Management
California
WLG
5111
Williamson Legacy Group
Indiana
TWM
5112
Thryve Wealth Management
Texas
CWM
5113
Collaborative Wealth Management
Florida
PMIA
5114
Patrick Mauro Investment Advisor
Illinois
AS
5115
Altshuler Shaham
Israel
VF
5116
Virtu Financial
New York
SCM
5117
Saber Capital Management
North Carolina
KIM
5118
Kane Investment Management
California
PW
5119
Potentia Wealth
California
TWA
5120
Trace Wealth Advisors
California
BMM
5121
Berkshire Money Management
Massachusetts
BLWM
5122
Bucket List Wealth Management
Florida
Twin Tree Management
5123
Twin Tree Management
Texas
EC
5124
EntryPoint Capital
New York
CAM
5125
CenterStar Asset Management
Illinois