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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
HW
1951
Hedeker Wealth
Illinois
$5.38M
MIM
1952
Moseley Investment Management
Florida
$5.38M
BDS
1953
Banco de Sabadell
Florida
$5.38M
GPA
1954
Guerra Pan Advisors
New Jersey
$5.38M
SM
1955
Sweeney & Michel
California
$5.38M
NDSI
1956
Newman Dignan & Sheerar Inc
Rhode Island
$5.37M
WCM
1957
Wisconsin Capital Management
Wisconsin
$5.37M
FWM
1958
Forza Wealth Management
Florida
$5.36M
AEPWM
1959
Atlantic Edge Private Wealth Management
Florida
$5.36M
FI
1960
Firetrail Investments
Australia
$5.35M
SLWA
1961
San Luis Wealth Advisors
California
$5.34M
HAG
1962
HF Advisory Group
Maryland
$5.33M
GWM
1963
Graybill Wealth Management
Illinois
$5.33M
LAM
1964
L2 Asset Management
Massachusetts
$5.32M
EWM
1965
Evermay Wealth Management
Virginia
$5.3M
NWM
1966
Northcape Wealth Management
New York
$5.3M
KCM
1967
Kathmere Capital Management
Pennsylvania
$5.29M
OAM
1968
Oak Asset Management
California
$5.29M
HDIM
1969
Hanson & Doremus Investment Management
Vermont
$5.29M
SHFG
1970
S Harris Financial Group
Texas
$5.28M
RBA
1971
Richard Bernstein Advisors
New York
$5.28M
LCM
1972
Leisure Capital Management
California
$5.27M
LOIM
1973
Liberty One Investment Management
Illinois
$5.27M
TP
1974
Tranquility Partners
Tennessee
$5.26M
PWG
1975
Portside Wealth Group
Utah
$5.26M