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JPMorgan Chase

5,035 hedge funds and large institutions have $572B invested in JPMorgan Chase in 2026 Q1 according to their latest regulatory filings, with 202 funds opening new positions, 2,110 increasing their positions, 2,266 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 → $572B (-$67.4B)

16% less funds holding in top 10

Funds holding in top 10: 937789 (-148)

25% less call options, than puts

Call options by funds: $8.1B | Put options by funds: $10.8B

Holders
5,035
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
789
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
PIP
2501
Philadelphia Investment Partners
New Jersey
$3.02M
MSWM
2502
McGlone Suttner Wealth Management
Wisconsin
$3.02M
ACM
2503
Arcataur Capital Management
Wisconsin
$3M
GC
2504
Gould Capital
Washington
$3M
MFC
2505
Morris Financial Concepts
South Carolina
$3M
LSA
2506
L & S Advisors
California
$3M
CAL
2507
Capital Advisors Ltd
Ohio
$2.99M
HAIM
2508
Hunter Associates Investment Management
Pennsylvania
$2.99M
HEM
2509
Henson-Edgewater Management
Ohio
$2.99M
ARA
2510
Alexander Randolph Advisory
Virginia
$2.99M
ISWM
2511
Independent Solutions Wealth Management
New York
$2.98M
PCS
2512
Private Client Services
Kentucky
$2.97M
FFC
2513
First Financial Corp
Indiana
$2.97M
KAM
2514
Karani Asset Management
New York
$2.97M
HTHT
2515
Hemenway Trust Hemenway Trust
New Hampshire
$2.97M
LF
2516
Lee Financial
Texas
$2.97M
TRIA
2517
Trail Ridge Investment Advisors
Colorado
$2.97M
RPGK
2518
Retirement Planning Group (Kansas)
Kansas
$2.96M
CAM
2519
Cacti Asset Management
Georgia
$2.96M
KSB
2520
Kennebec Savings Bank
Maine
$2.95M
SEEDPG
2521
S.E.E.D. Planning Group
New York
$2.95M
OP
2522
Oslo Pensjonsforsikring
$2.95M
IIM
2523
InTrack Investment Management
Vermont
$2.95M
UAML
2524
US Asset Management LLC
Pennsylvania
$2.95M
AFG
2525
Allegheny Financial Group
Pennsylvania
$2.94M