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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
CFFP
2001
Center for Financial Planning
Michigan
$5.11M
GAM
2002
Grandview Asset Management
Pennsylvania
$5.1M
FCFC
2003
First Commonwealth Financial Corp
Pennsylvania
$5.1M
PWM
2004
Pines Wealth Management
North Carolina
$5.09M
SWM
2005
Sculati Wealth Management
Michigan
$5.09M
IP
2006
Investment Partners
Ohio
$5.08M
GEA
2007
Glen Eagle Advisors
New Jersey
$5.08M
RIA
2008
Regal Investment Advisors
Michigan
$5.08M
CWM
2009
Centric Wealth Management
Illinois
$5.08M
QPWM
2010
Quadrant Private Wealth Management
Pennsylvania
$5.07M
CPIA
2011
Cornell Pochily Investment Advisors
New York
$5.07M
GPFA
2012
Game Plan Financial Advisors
Ohio
$5.07M
RFA
2013
Register Financial Advisors
Georgia
$5.06M
SMC
2014
Smith, Moore & Co
Missouri
$5.05M
QWM
2015
Quadcap Wealth Management
Texas
$5.05M
TAM
2016
Titleist Asset Management
Texas
$5.04M
MIA
2017
MeadowBrook Investment Advisors
Michigan
$5.04M
AWM
2018
Affinity Wealth Management
Delaware
$5.04M
BAM
2019
BOCHK Asset Management
Hong Kong
$5.03M
KNW
2020
Kesler Norman & Wride
Utah
$5.03M
Marshall Wace
2021
Marshall Wace
United Kingdom
$5.02M
PPC
2022
Park Place Capital
Alabama
$5.01M
FBC
2023
Fairfield, Bush & Co
Connecticut
$5M
TWP
2024
Triad Wealth Partners
Kansas
$5M
BCM
2025
Boltwood Capital Management
California
$5M