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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
PWAM
1551
Private Wealth Asset Management
Iowa
$8.27M
AP
1552
Advisortrust Partners
North Carolina
$8.27M
DS
1553
DRW Securities
Illinois
$8.27M
ACS
1554
Archford Capital Strategies
Illinois
$8.26M
LC
1555
Lincoln Capital
Nebraska
$8.25M
ECM
1556
ExodusPoint Capital Management
New York
$8.25M
TPA
1557
Trivium Point Advisory
Connecticut
$8.25M
CWAG
1558
Compton Wealth Advisory Group
Virginia
$8.24M
LWA
1559
Lineweaver Wealth Advisors
Ohio
$8.24M
EFM
1560
E Fund Management
China
$8.23M
CPA
1561
Clear Point Advisors
New York
$8.22M
EHC
1562
Everett Harris & Co
California
$8.22M
PFA
1563
Pathway Financial Advisers
Indiana
$8.22M
BL
1564
BCWM LLC
Kansas
$8.21M
HEIP
1565
Hudson Edge Investment Partners
New Jersey
$8.2M
DW30
1566
Drucker Wealth 3.0
New Jersey
$8.2M
PPWP
1567
Premier Path Wealth Partners
New Jersey
$8.2M
AA
1568
Argent Advisors
Louisiana
$8.17M
CPA
1569
Capital Performance Advisors
California
$8.16M
SQA
1570
Simon Quick Advisors
New Jersey
$8.16M
RCIM
1571
Red Cedar Investment Management
Michigan
$8.15M
CAMV
1572
Concord Asset Management (Virginia)
Virginia
$8.13M
KIC
1573
Kensington Investment Counsel
California
$8.12M
SS
1574
Sunbelt Securities
Texas
$8.11M
ATI
1575
Act Two Investors
California
$8.09M