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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
CCMIC
5151
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
SWAG
5152
Spectrum Wealth Advisory Group
California
SB
5153
Semitam Bonam
New York
MFG
5154
Mustico Financial Group
New York
IIA
5155
Integrity Investment Advisors
Colorado
FWP
5156
Forefront Wealth Partners
Texas
PWA
5157
Primoris Wealth Advisors
Florida
SWM
5158
SK Wealth Management
Rhode Island
GWM
5159
Greenhouse Wealth Management
Connecticut
TCFP
5160
Treasure Coast Financial Planning
Florida
TR
5161
Tepp RIA
New Jersey
GWMI
5162
Guardian Wealth Management (Illinois)
Illinois
CT
5163
ClearAlpha Technologies
Connecticut
ACA
5164
Aspire Capital Advisors
Washington
PM
5165
Penbrook Management
New York
CPP
5166
Capasso Planning Partners
South Carolina
PF
5167
Penney Financial
Texas
SS
5168
Sound Stewardship
Kansas
CIM
5169
Corbyn Investment Management
Maryland
TCTWM
5170
Three Cord True Wealth Management
Pennsylvania
TWM
5171
Trinity Wealth Management
Pennsylvania
LWM
5172
Lifetime Wealth Management
Texas
MIAS
5173
Mason Investment Advisory Services
Virginia
FF
5174
Financial Futures
New Jersey
CG
5175
Castellan Group
Kentucky