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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
BI
2201
Ballast Inc
Kentucky
$4.14M
KJWM
2202
Kiley Juergens Wealth Management
Washington
$4.14M
GFPC
2203
Global Financial Private Client
Florida
$4.13M
WCM
2204
Weik Capital Management
Pennsylvania
$4.13M
WI
2205
Wealth Intelligence
Georgia
$4.13M
IIA
2206
IPG Investment Advisors
California
$4.12M
DI
2207
DAGCO Inc
Ohio
$4.12M
SN
2208
Sittner & Nelson
Oregon
$4.12M
WAM
2209
Weatherly Asset Management
California
$4.11M
LI
2210
LRI Investments
Florida
$4.11M
BCG
2211
Breakwater Capital Group
New Jersey
$4.1M
CFS
2212
Commonwealth Financial Services
West Virginia
$4.1M
GSWM
2213
Golden State Wealth Management
California
$4.1M
TAP
2214
Tounjian Advisory Partners
Florida
$4.1M
CIM
2215
CIM Investment Management
Pennsylvania
$4.1M
WA
2216
Waddell & Associates
Tennessee
$4.09M
AWA
2217
Alta Wealth Advisors
Massachusetts
$4.09M
PFSC
2218
Peoples Financial Services Corp
Pennsylvania
$4.09M
SIP
2219
Snowwater Investment Partners
Connecticut
$4.08M
OWM
2220
Orca Wealth Management
Florida
$4.08M
BFIC
2221
Bedell Frazier Investment Counselling
California
$4.07M
AWM
2222
Ameliora Wealth Management
Switzerland
$4.07M
CA
2223
Cornerstone Advisory
Maryland
$4.07M
AIC
2224
Argus Investors Counsel
New York
$4.07M
PWA
2225
Phoenix Wealth Advisors
North Carolina
$4.07M