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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
BMWS
2351
Brady Martz Wealth Solutions
North Dakota
$3.54M
LWA
2352
Lantern Wealth Advisors
New York
$3.54M
MMA
2353
Mizuho Markets Americas
New York
$3.53M
EAM
2354
EULAV Asset Management
Florida
$3.53M
CE
2355
Cornerstone Enterprises
Wisconsin
$3.53M
AF
2356
Aldebaran Financial
$3.53M
CAWM
2357
Capital Advisors Wealth Management
Washington
$3.52M
HIMS
2358
Hager Investment Management Services
New Hampshire
$3.51M
MBWA
2359
Marin Bay Wealth Advisors
California
$3.51M
WAM
2360
Wolverine Asset Management
Illinois
$3.5M
SJIM
2361
St. Johns Investment Management
Florida
$3.49M
LWM
2362
Lakeridge Wealth Management
Ohio
$3.49M
TCWM
2363
Total Clarity Wealth Management
Illinois
$3.49M
CHJWM
2364
Carlton Hofferkamp & Jenks Wealth Management
Texas
$3.49M
CWP
2365
Core Wealth Partners
California
$3.49M
VAG
2366
VisionPoint Advisory Group
Texas
$3.48M
SFS
2367
Security Financial Services
Indiana
$3.47M
GCM
2368
GKV Capital Management
California
$3.47M
WMP
2369
Wealth Management Partners
Arizona
$3.47M
PBO
2370
Peoples Bank (Ohio)
Ohio
$3.45M
CFS
2371
CRA Financial Services
New Jersey
$3.44M
CA
2372
Calton & Associates
Florida
$3.43M
Aristotle Capital Management
2373
Aristotle Capital Management
California
$3.43M
EWA
2374
Etesian Wealth Advisors
Oregon
$3.42M
RIA
2375
Rhodes Investment Advisors
Texas
$3.42M