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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
GWMR
1101
GC Wealth Management RIA
Massachusetts
$15.2M
BPAMU
1102
BTG Pactual Asset Management US
New York
$15.2M
DAC
1103
Dividend Assets Capital
South Carolina
$15.2M
IAN
1104
Integrated Advisors Network
Texas
$15.1M
CCP
1105
Clough Capital Partners
Massachusetts
$15.1M
TFA
1106
Teamwork Financial Advisors
Texas
$15.1M
RFM
1107
Royal Fund Management
Florida
$15.1M
ISWM
1108
Intesa Sanpaolo Wealth Management
$15.1M
AWP
1109
Ascent Wealth Partners
New York
$15M
LOPW
1110
Live Oak Private Wealth
North Carolina
$15M
MWM
1111
Marietta Wealth Management
Georgia
$14.9M
AAP
1112
Arax Advisory Partners
Colorado
$14.9M
CM
1113
Castleark Management
Illinois
$14.9M
APP
1114
Avantax Planning Partners
Iowa
$14.8M
Capstone Investment Advisors
1115
Capstone Investment Advisors
New York
$14.8M
EWA
1116
EverSource Wealth Advisors
Alabama
$14.8M
TSW
1117
Thompson Siegel & Walmsley
Virginia
$14.8M
FM
1118
Foster & Motley
Ohio
$14.8M
MO
1119
McMillan Office
Michigan
$14.8M
VM
1120
Venator Management
Pennsylvania
$14.8M
HIP
1121
Harrell Investment Partners
Texas
$14.8M
RWM
1122
RKL Wealth Management
Pennsylvania
$14.7M
PWS
1123
Peterson Wealth Services
Utah
$14.7M
NC
1124
NewSquare Capital
Pennsylvania
$14.6M
JIP
1125
Jaffetilchin Investment Partners
Florida
$14.6M