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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
TWP
2026
Triad Wealth Partners
Kansas
$5M
BCM
2027
Boltwood Capital Management
California
$5M
MHWM
2028
Montz Harcus Wealth Management
Louisiana
$4.98M
MFS
2029
Mattson Financial Services
Michigan
$4.98M
TC
2030
Tannin Capital
North Carolina
$4.97M
TWM
2031
Tradition Wealth Management
Minnesota
$4.97M
BCA
2032
Bay Colony Advisors
Massachusetts
$4.96M
TCM
2033
Triumph Capital Management
Colorado
$4.96M
WA
2034
WP Advisors
California
$4.95M
SP
2035
Stonebrook Private
Michigan
$4.95M
LA
2036
Legacy Advisors
Pennsylvania
$4.94M
PE
2037
PCM Encore
Colorado
$4.93M
BCM
2038
Blume Capital Management
California
$4.93M
IF
2039
Integrity Financial
Wyoming
$4.92M
NAS
2040
NWF Advisory Services
California
$4.92M
IAS
2041
Investment Advisory Services
Texas
$4.91M
SC
2042
Searle & Co
Connecticut
$4.91M
SICM
2043
Sustainable Insight Capital Management
New York
$4.9M
C
2044
Certuity
Florida
$4.89M
NI
2045
Natural Investments
California
$4.87M
BCM
2046
Brasada Capital Management
Texas
$4.87M
FFS
2047
Founders Financial Securities
Maryland
$4.86M
KM
2048
KP Management
Minnesota
$4.86M
4WM
2049
44 Wealth Management
Oregon
$4.86M
BSA
2050
Bull Street Advisors
Georgia
$4.85M