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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
SFA
1826
Souders Financial Advisors
Ohio
$6.13M
EWM
1827
EPG Wealth Management
Georgia
$6.12M
O
1828
Ossiam
France
$6.12M
CW
1829
Channel Wealth
California
$6.12M
SAM
1830
Sycomore Asset Management
France
$6.12M
MGWM
1831
Marks Group Wealth Management
Minnesota
$6.12M
CCWA
1832
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$6.11M
TPM
1833
Triasima Portfolio Management
Quebec, Canada
$6.11M
AA
1834
ALPS Advisors
Colorado
$6.1M
GD
1835
Grandfield & Dodd
New York
$6.1M
ZIG
1836
Zullo Investment Group
Pennsylvania
$6.1M
BB
1837
Bell Bank
North Dakota
$6.09M
OFS
1838
OneAscent Financial Services
Alabama
$6.09M
SWM
1839
SeaCrest Wealth Management
New York
$6.08M
WA
1840
Wasatch Advisors
Utah
$6.08M
WIM
1841
Wittenberg Investment Management
Massachusetts
$6.05M
William Blair Investment Management
1842
William Blair Investment Management
Illinois
$6.05M
AI
1843
Accredited Investors
Minnesota
$6.05M
MCM
1844
Monarch Capital Management
Indiana
$6.04M
SP
1845
Sherman Porfolios
Idaho
$6.04M
AIM
1846
Aspen Investment Management
Michigan
$6.03M
VWM
1847
Valley Wealth Managers
New Jersey
$6.03M
MWM
1848
Massachusetts Wealth Management
Massachusetts
$6.01M
BFW
1849
Brady Family Wealth
Missouri
$6M
RDFA
1850
Ritter Daniher Financial Advisory
Ohio
$6M