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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
WWM
2326
Wolff Wiese Magana
California
$3.64M
CPSC
2327
Carl P. Sherr & Co
Massachusetts
$3.64M
AFP
2328
Alpha Financial Partners
Kentucky
$3.63M
RHP
2329
Royal Harbor Partners
Texas
$3.63M
AIM
2330
Adapt Investment Managers
Switzerland
$3.63M
EG
2331
Ellerson Group
Maryland
$3.62M
VWS
2332
Virtus Wealth Solutions
New Jersey
$3.61M
XSC
2333
X-Square Capital
Puerto Rico
$3.61M
MAWA
2334
Moss Adams Wealth Advisors
Washington
$3.61M
AFC
2335
AFT Forsyth & Company
Florida
$3.61M
IWM
2336
Iams Wealth Management
Nebraska
$3.6M
TS
2337
TradeWell Securities
Indiana
$3.6M
VCM
2338
Versant Capital Management
Arizona
$3.6M
ZBNA
2339
Zions Bancorporation, National Association
Utah
$3.59M
MLA
2340
MB, Levis & Associates
Pennsylvania
$3.59M
RBFC
2341
Roman Butler Fullerton & Co
Missouri
$3.59M
SIA
2342
Sage Investment Advisers
New York
$3.57M
IHL
2343
Investment House LLC
California
$3.57M
FI
2344
Finivi Inc
Massachusetts
$3.57M
CPWA
2345
Cerro Pacific Wealth Advisors
California
$3.56M
CCWM
2346
Correct Capital Wealth Management
Missouri
$3.56M
WHC
2347
Wulff, Hansen & Co
California
$3.56M
FWP
2348
Falcon Wealth Planning
California
$3.56M
SIS
2349
Sound Income Strategies
Florida
$3.55M
SW
2350
Solidarity Wealth
Utah
$3.55M