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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
AW
2276
Alaethes Wealth
Nevada
$3.85M
LIM
2277
Loudon Investment Management
New Hampshire
$3.84M
EBWM
2278
Eagle Bluffs Wealth Management
Missouri
$3.84M
UM
2279
Ulysses Management
New York
$3.82M
ICP
2280
Interchange Capital Partners
Pennsylvania
$3.82M
TC
2281
TFR Capital
Texas
$3.81M
AA
2282
Aire Advisors
California
$3.81M
SSA
2283
Sierra Summit Advisors
Nevada
$3.81M
CGIM
2284
Capital Group Investment Management
Singapore
$3.81M
PWP
2285
Precedent Wealth Partners
Texas
$3.8M
BW
2286
BIP Wealth
Georgia
$3.8M
WA
2287
Wealth Architects
California
$3.8M
DAS
2288
DMKC Advisory Services
Iowa
$3.8M
HCM
2289
Howard Capital Management
Georgia
$3.8M
GIM
2290
Generali Investments Management
Slovenia
$3.79M
BB
2291
Burford Brothers
Texas
$3.78M
WC
2292
Weil Company
California
$3.78M
BFA
2293
Brendel Financial Advisors
New Hampshire
$3.77M
CA
2294
CGN Advisors
Kansas
$3.76M
ACM
2295
Allred Capital Management
Texas
$3.76M
RWP
2296
Revolve Wealth Partners
New Jersey
$3.76M
MW
2297
Maia Wealth
Colorado
$3.76M
XWL
2298
XXI Wealth LLC
Illinois
$3.75M
BFG
2299
Berger Financial Group
Minnesota
$3.75M
CA
2300
Crewe Advisors
Utah
$3.74M