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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
OHWP
2151
Oak Harbor Wealth Partners
North Carolina
$4.36M
VCAM
2152
Van Cleef Asset Management
Ohio
$4.36M
PWMG
2153
Prestige Wealth Management Group
New Jersey
$4.36M
GP
2154
Greenline Partners
New York
$4.36M
ALA
2155
Atlas Legacy Advisors
California
$4.34M
SWP
2156
Summit Wealth Partners
Florida
$4.34M
FWA
2157
FSM Wealth Advisors
Ohio
$4.34M
QC
2158
Quent Capital
New York
$4.32M
REMPR
2159
Roof Eidam Maycock Peralta (REMP)
California
$4.32M
JWM
2160
JPL Wealth Management
Colorado
$4.32M
FFO
2161
Fiduciary Family Office
Florida
$4.31M
HCM
2162
Hicks Capital Management
Ohio
$4.31M
OBWG
2163
Onyx Bridge Wealth Group
New York
$4.3M
RWS
2164
Resolute Wealth Strategies
Mississippi
$4.3M
WAAG
2165
Wealth Alliance Advisory Group
Kansas
$4.29M
SFS
2166
Stiles Financial Services
Minnesota
$4.28M
HIC
2167
Hartline Investment Corp
Illinois
$4.28M
MWA
2168
MN Wealth Advisors
Kansas
$4.28M
BCFD
2169
Boit C.F. David
$4.28M
BAM
2170
BOS Asset Management
Illinois
$4.28M
CVA
2171
Central Valley Advisors
California
$4.27M
BCI
2172
Blue Capital Inc
Nebraska
$4.27M
JSAM
2173
J. Safra Asset Management
New York
$4.27M
CWA
2174
Canvas Wealth Advisors
Kansas
$4.26M
BHBT
2175
Burke & Herbert Bank & Trust
Virginia
$4.26M