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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
GWM
2301
GSB Wealth Management
Connecticut
$3.73M
NHC
2302
Nicholas Hoffman & Company
Georgia
$3.73M
CWM
2303
Cranbrook Wealth Management
Michigan
$3.73M
AWA
2304
Acorn Wealth Advisors
Michigan
$3.72M
BSAM
2305
Blue Square Asset Management
New York
$3.72M
QI
2306
QV Investors
Alberta, Canada
$3.72M
OCM
2307
Orleans Capital Management
Louisiana
$3.7M
CCG
2308
Ceeto Capital Group
Florida
$3.7M
JWM
2309
Jeppson Wealth Management
California
$3.69M
GCM
2310
Gladius Capital Management
Illinois
$3.69M
OCPWS
2311
One Charles Private Wealth Services
Massachusetts
$3.68M
AP
2312
Advisors Preferred
Maryland
$3.68M
CA
2313
Cannon Advisors
North Carolina
$3.67M
IC
2314
Inscription Capital
Texas
$3.67M
LWMM
2315
Legacy Wealth Management (Mississippi)
Mississippi
$3.67M
LIA
2316
LS Investment Advisors
Michigan
$3.66M
MWP
2317
Meriwether Wealth & Planning
Louisiana
$3.66M
WCM
2318
Winthrop Capital Management
Indiana
$3.66M
STAS
2319
Strong Tower Advisory Services
Minnesota
$3.65M
TWM
2320
TRB Wealth Management
Texas
$3.65M
ACA
2321
Atlas Capital Advisors
Wyoming
$3.65M
VIA
2322
Victrix Investment Advisors
Florida
$3.64M
WWM
2323
Wolff Wiese Magana
California
$3.64M
CPSC
2324
Carl P. Sherr & Co
Massachusetts
$3.64M
AFP
2325
Alpha Financial Partners
Kentucky
$3.63M