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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
SMH
1926
Sanders Morris Harris
Texas
$5.48M
WFG
1927
Wills Financial Group
Virginia
$5.48M
SDWIA
1928
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$5.48M
DC
1929
DeDora Capital
California
$5.47M
RMAM
1930
Raab & Moskowitz Asset Management
New Jersey
$5.47M
1WA
1931
180 Wealth Advisors
Washington
$5.47M
CRWM
1932
Castle Rock Wealth Management
California
$5.46M
VBCG
1933
Valley Brook Capital Group
Pennsylvania
$5.45M
BBES
1934
Buffalo Business & Estate Services
New York
$5.44M
PSB
1935
Piscataqua Savings Bank
New Hampshire
$5.44M
WAG
1936
Winthrop Advisory Group
Massachusetts
$5.44M
CCFM
1937
Clear Creek Financial Management
Washington
$5.44M
ACH
1938
ArrowMark Colorado Holdings
Colorado
$5.43M
SWA
1939
SFMG Wealth Advisors
Texas
$5.43M
HDA
1940
Harold Davidson & Associates
California
$5.43M
LM
1941
Lincluden Management
Ontario, Canada
$5.43M
FAP
1942
Financial Advisory Partners
Florida
$5.43M
PWM
1943
Platt Wealth Management
California
$5.42M
SACTSONJ
1944
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$5.42M
WCM
1945
Weaver Capital Management
Georgia
$5.41M
CWS
1946
Cypress Wealth Services
California
$5.4M
IIC
1947
Integrated Investment Consultants
Michigan
$5.4M
BFO
1948
Biltmore Family Office
North Carolina
$5.4M
MFA
1949
Mayflower Financial Advisors
Massachusetts
$5.39M
MCM
1950
Maltese Capital Management
New York
$5.39M