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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
SF
1626
Symphony Financial
Texas
$7.59M
JF
1627
Jericho Financial
Ohio
$7.59M
KA
1628
Klingman & Associates
New York
$7.59M
EFG
1629
Ethos Financial Group
Pennsylvania
$7.58M
CFCI
1630
Comprehensive Financial Consultants Institutional
Indiana
$7.58M
ACM
1631
Alta Capital Management
Utah
$7.58M
GWP
1632
Gateway Wealth Partners
Wisconsin
$7.57M
MBT
1633
Montecito Bank & Trust
California
$7.56M
UCI
1634
Uncommon Cents Investing
Wisconsin
$7.54M
ST
1635
Sentinel Trust
Texas
$7.54M
QT
1636
Quantbot Technologies
New York
$7.54M
MW
1637
Marble Wealth
Alabama
$7.52M
WBWA
1638
William B. Walkup & Associates
South Carolina
$7.5M
BHWA
1639
Beacon Harbor Wealth Advisors
Virginia
$7.5M
LWM
1640
LJI Wealth Management
Indiana
$7.49M
AL
1641
Aspiriant LLC
California
$7.48M
AWM
1642
Aprio Wealth Management
Georgia
$7.48M
SC
1643
Skylands Capital
Wisconsin
$7.47M
KA
1644
Kovack Advisors
Florida
$7.45M
HWM
1645
Hohimer Wealth Management
Washington
$7.45M
MAWCM
1646
Mine & Arao Wealth Creation & Management
California
$7.44M
HAI
1647
Hennessy Advisors Inc
California
$7.44M
SB
1648
Strategic Blueprint
Georgia
$7.44M
OPA
1649
Old Port Advisors
Maine
$7.44M
IWA
1650
IBEX Wealth Advisors
New Jersey
$7.42M