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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
SFWA
2376
Summit Financial Wealth Advisors
Louisiana
$3.42M
FCAS
2377
First Command Advisory Services
Texas
$3.42M
MCM
2378
Mainstay Capital Management
Michigan
$3.41M
BFA
2379
Beacon Financial Advisory
Ohio
$3.41M
SAM
2380
Summit Asset Management
Tennessee
$3.41M
RI
2381
Ruggiero Investments
Florida
$3.41M
NDBT
2382
North Dallas Bank & Trust
Texas
$3.4M
SIM
2383
SWP Investment Management
Ohio
$3.4M
BRPW
2384
Ballast Rock Private Wealth
South Carolina
$3.4M
BWP
2385
BSW Wealth Partners
Colorado
$3.4M
TWP
2386
Tempus Wealth Planning
California
$3.4M
GDP
2387
Great Diamond Partners
Maine
$3.4M
ILI
2388
Invesco LLC (Illinois)
Illinois
$3.39M
SWR
2389
Spahn Wealth & Retirement
Arizona
$3.39M
MCM
2390
Monument Capital Management
Virginia
$3.39M
FMP
2391
Financial Management Professionals
Texas
$3.38M
SIG
2392
Sky Investment Group
Connecticut
$3.38M
PHS
2393
Pekin Hardy Strauss
Illinois
$3.38M
PUI
2394
Purpose Unlimited Inc
$3.38M
DSC
2395
Daytona Street Capital
Missouri
$3.38M
GCA
2396
Gallagher Capital Advisors
Texas
$3.37M
IWS
2397
Insight Wealth Strategies
California
$3.37M
VNA
2398
Valley National Advisers
Pennsylvania
$3.37M
MCWA
2399
Meadow Creek Wealth Advisors
Georgia
$3.37M
EHWM
2400
Eads & Heald Wealth Management
Georgia
$3.37M