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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
CPBTD
2301
Central Pacific Bank - Trust Division
Hawaii
$3.74M
BWM
2302
Bernard Wealth Management
Michigan
$3.74M
PH
2303
Pinnacle Holdings
Oklahoma
$3.74M
GWM
2304
GSB Wealth Management
Connecticut
$3.73M
NHC
2305
Nicholas Hoffman & Company
Georgia
$3.73M
CWM
2306
Cranbrook Wealth Management
Michigan
$3.73M
AWA
2307
Acorn Wealth Advisors
Michigan
$3.72M
BSAM
2308
Blue Square Asset Management
New York
$3.72M
QI
2309
QV Investors
Alberta, Canada
$3.72M
OCM
2310
Orleans Capital Management
Louisiana
$3.7M
CCG
2311
Ceeto Capital Group
Florida
$3.7M
JWM
2312
Jeppson Wealth Management
California
$3.69M
GCM
2313
Gladius Capital Management
Illinois
$3.69M
OCPWS
2314
One Charles Private Wealth Services
Massachusetts
$3.68M
AP
2315
Advisors Preferred
Maryland
$3.68M
CA
2316
Cannon Advisors
North Carolina
$3.67M
IC
2317
Inscription Capital
Texas
$3.67M
LWMM
2318
Legacy Wealth Management (Mississippi)
Mississippi
$3.67M
LIA
2319
LS Investment Advisors
Michigan
$3.66M
MWP
2320
Meriwether Wealth & Planning
Louisiana
$3.66M
WCM
2321
Winthrop Capital Management
Indiana
$3.66M
STAS
2322
Strong Tower Advisory Services
Minnesota
$3.65M
TWM
2323
TRB Wealth Management
Texas
$3.65M
ACA
2324
Atlas Capital Advisors
Wyoming
$3.65M
VIA
2325
Victrix Investment Advisors
Florida
$3.64M