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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
TPW
2101
Turn8 Private Wealth
$4.57M
CV
2102
Counterweight Ventures
North Carolina
$4.57M
OF
2103
Outfitter Financial
Maine
$4.57M
ATWA
2104
Arbor Trust Wealth Advisors
Michigan
$4.56M
KA
2105
KLCM Advisors
Wisconsin
$4.56M
FWM
2106
Focused Wealth Management
New York
$4.56M
CFG
2107
Capital Financial Group
Colorado
$4.55M
VCP
2108
Verus Capital Partners
Arizona
$4.54M
CWIG
2109
Chung Wu Investment Group
Texas
$4.54M
OWA
2110
Octavia Wealth Advisors
Ohio
$4.54M
TPWM
2111
Twelve Points Wealth Management
Massachusetts
$4.54M
MWM
2112
MOKAN Wealth Management
Kansas
$4.54M
PF
2113
Prosperitas Financial
California
$4.53M
FIM
2114
FWL Investment Management
Texas
$4.52M
BHB
2115
Bank Hapoalim BM
Israel
$4.51M
EFSCE
2116
Enterprise Financial Services Corp (EFSC)
Missouri
$4.51M
FAL
2117
Focused Alpha LLC
Colorado
$4.5M
UPS
2118
UHLMANN PRICE SECURITIES
Illinois
$4.5M
ACM
2119
Accent Capital Management
Ohio
$4.49M
RP
2120
Raelipskie Partnership
Ontario, Canada
$4.48M
BCM
2121
Buckhead Capital Management
Georgia
$4.48M
EW
2122
Elyxium Wealth
California
$4.48M
MWM
2123
Marion Wealth Management
Pennsylvania
$4.47M
TGAM
2124
TBH Global Asset Management
Tennessee
$4.47M
GWM
2125
Gibbs Wealth Management
Georgia
$4.47M