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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
GWM
2126
Gibbs Wealth Management
Georgia
$4.47M
FVWA
2127
Foster Victor Wealth Advisors
South Carolina
$4.46M
OC
2128
Opinicus Capital
Florida
$4.46M
MPWS
2129
McCarter Private Wealth Services
Massachusetts
$4.45M
TAFW
2130
Tred Avon Family Wealth
Maryland
$4.44M
FCCM
2131
First City Capital Management
Georgia
$4.43M
FIC
2132
FCG Investment Company
Tennessee
$4.42M
OIS
2133
Okabena Investment Services
Minnesota
$4.42M
AIC
2134
Archer Investment Corporation
Indiana
$4.42M
SC
2135
Sawyer & Company
Massachusetts
$4.42M
QWP
2136
Quotient Wealth Partners
Texas
$4.41M
NA
2137
NWM Advisors
California
$4.41M
MFS
2138
Monetta Financial Services
Illinois
$4.41M
BL
2139
Bleichroeder LP
New York
$4.41M
CS
2140
Crescent Sterling
Louisiana
$4.4M
PWM
2141
Purus Wealth Management
California
$4.4M
AWM
2142
Aberdeen Wealth Management
Illinois
$4.4M
HFP
2143
Holistic Financial Partners
Indiana
$4.4M
CIP
2144
Convergence Investment Partners
Florida
$4.4M
AMG
2145
Advisors Management Group
Wisconsin
$4.39M
CIM
2146
Cambria Investment Management
California
$4.39M
VRM
2147
Vectors Research Management
New York
$4.39M
SIC
2148
Sterling Investment Counsel
New York
$4.38M
DBIA
2149
Dumont & Blake Investment Advisors
New Jersey
$4.37M
NL
2150
NVWM LLC
Pennsylvania
$4.37M