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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
TC
5151
Town Capital
Maryland
PM
5152
Phraction Management
Connecticut
OC
5153
Optima Capital
Oregon
KPWM
5154
KDK Private Wealth Management
Texas
MGWA
5155
Monument Group Wealth Advisors
Massachusetts
ACM
5156
Andina Capital Management
Utah
VAM
5157
Vienna Asset Management
California
OWA
5158
ORBA Wealth Advisors
Illinois
AFA
5159
Alpha Financial Advisors
North Carolina
DFA
5160
Davies Financial Advisors
California
CCMIC
5161
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
SWAG
5162
Spectrum Wealth Advisory Group
California
SB
5163
Semitam Bonam
New York
MFG
5164
Mustico Financial Group
New York
IIA
5165
Integrity Investment Advisors
Colorado
FWP
5166
Forefront Wealth Partners
Texas
PWA
5167
Primoris Wealth Advisors
Florida
SWM
5168
SK Wealth Management
Rhode Island
GWM
5169
Greenhouse Wealth Management
Connecticut
TCFP
5170
Treasure Coast Financial Planning
Florida
TR
5171
Tepp RIA
New Jersey
GWMI
5172
Guardian Wealth Management (Illinois)
Illinois
ACA
5173
Aspire Capital Advisors
Washington
CT
5174
ClearAlpha Technologies
Connecticut
PM
5175
Penbrook Management
New York