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JPMorgan Chase

5,045 hedge funds and large institutions have $573B invested in JPMorgan Chase in 2026 Q1 according to their latest regulatory filings, with 204 funds opening new positions, 2,112 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 → $573B (-$67.4B)

16% less funds holding in top 10

Funds holding in top 10: 939793 (-146)

25% less call options, than puts

Call options by funds: $8.1B | Put options by funds: $10.8B

Holders
5,045
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
793
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
LC
1926
Legacy CG
Texas
$5.5M
CH
1927
Canton Hathaway
Rhode Island
$5.5M
SWM
1928
Shrier Wealth Management
California
$5.49M
SMH
1929
Sanders Morris Harris
Texas
$5.48M
WFG
1930
Wills Financial Group
Virginia
$5.48M
SDWIA
1931
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$5.48M
DC
1932
DeDora Capital
California
$5.47M
RMAM
1933
Raab & Moskowitz Asset Management
New Jersey
$5.47M
1WA
1934
180 Wealth Advisors
Washington
$5.47M
CRWM
1935
Castle Rock Wealth Management
California
$5.46M
VBCG
1936
Valley Brook Capital Group
Pennsylvania
$5.45M
BBES
1937
Buffalo Business & Estate Services
New York
$5.44M
PSB
1938
Piscataqua Savings Bank
New Hampshire
$5.44M
WAG
1939
Winthrop Advisory Group
Massachusetts
$5.44M
CCFM
1940
Clear Creek Financial Management
Washington
$5.44M
ACH
1941
ArrowMark Colorado Holdings
Colorado
$5.43M
SWA
1942
SFMG Wealth Advisors
Texas
$5.43M
HDA
1943
Harold Davidson & Associates
California
$5.43M
LM
1944
Lincluden Management
Ontario, Canada
$5.43M
FAP
1945
Financial Advisory Partners
Florida
$5.43M
PWM
1946
Platt Wealth Management
California
$5.42M
SACTSONJ
1947
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$5.42M
WCM
1948
Weaver Capital Management
Georgia
$5.41M
CWS
1949
Cypress Wealth Services
California
$5.4M
IIC
1950
Integrated Investment Consultants
Michigan
$5.4M