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JPMorgan Chase

5,035 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
5,035
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
WCM
2201
Weik Capital Management
Pennsylvania
$4.13M
WI
2202
Wealth Intelligence
Georgia
$4.13M
IIA
2203
IPG Investment Advisors
California
$4.12M
DI
2204
DAGCO Inc
Ohio
$4.12M
SN
2205
Sittner & Nelson
Oregon
$4.12M
WAM
2206
Weatherly Asset Management
California
$4.11M
LI
2207
LRI Investments
Florida
$4.11M
BCG
2208
Breakwater Capital Group
New Jersey
$4.1M
CFS
2209
Commonwealth Financial Services
West Virginia
$4.1M
GSWM
2210
Golden State Wealth Management
California
$4.1M
TAP
2211
Tounjian Advisory Partners
Florida
$4.1M
CIM
2212
CIM Investment Management
Pennsylvania
$4.1M
WA
2213
Waddell & Associates
Tennessee
$4.09M
AWA
2214
Alta Wealth Advisors
Massachusetts
$4.09M
PFSC
2215
Peoples Financial Services Corp
Pennsylvania
$4.09M
SIP
2216
Snowwater Investment Partners
Connecticut
$4.08M
OWM
2217
Orca Wealth Management
Florida
$4.08M
BFIC
2218
Bedell Frazier Investment Counselling
California
$4.07M
AWM
2219
Ameliora Wealth Management
Switzerland
$4.07M
CA
2220
Cornerstone Advisory
Maryland
$4.07M
AIC
2221
Argus Investors Counsel
New York
$4.07M
PWA
2222
Phoenix Wealth Advisors
North Carolina
$4.07M
EPIME
2223
Evelyn Partners Investment Management (Europe)
$4.06M
PCA
2224
Purkiss Capital Advisors
Connecticut
$4.05M
CW
2225
CrossGen Wealth
North Carolina
$4.05M