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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
PWMG
2451
Pinnacle Wealth Management Group
Michigan
$3.19M
FFA
2452
Fortune Financial Advisors
Kansas
$3.19M
MCM
2453
Morton Capital Management
California
$3.18M
AA
2454
Alesco Advisors
New York
$3.18M
BWM
2455
BankPlus Wealth Management
Mississippi
$3.17M
BWA
2456
Blodgett Wealth Advisors
California
$3.17M
AGP
2457
Aspire Growth Partners
Florida
$3.17M
BWM
2458
BCGM Wealth Management
Indiana
$3.17M
TWA
2459
TCI Wealth Advisors
Arizona
$3.16M
NFA
2460
Northern Financial Advisors
Michigan
$3.16M
PPWM
2461
Paragon Private Wealth Management
Kentucky
$3.16M
CA
2462
Continental Advisors
Utah
$3.16M
BA
2463
Birinyi Associates
Connecticut
$3.15M
AAM
2464
Alphadyne Asset Management
New York
$3.15M
USB
2465
Union Savings Bank
Connecticut
$3.14M
AA
2466
Alta Advisers
United Kingdom
$3.14M
HBW
2467
Hazlett, Burt & Watson
West Virginia
$3.13M
FP
2468
Financial Perspectives
Minnesota
$3.13M
BHA
2469
Beech Hill Advisors
New York
$3.13M
OKSA
2470
O'Keefe Stevens Advisory
New York
$3.12M
LCAM
2471
London & Capital Asset Management
United Kingdom
$3.12M
SFS
2472
Summit Financial Strategies
Ohio
$3.12M
SRS
2473
Strong Retirement Solutions
Washington
$3.11M
TAP
2474
TSG Advice Partners
Ohio
$3.11M
SC
2475
Shuttleworth & Co
Ohio
$3.11M