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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
BFA
2501
Blueprint Financial Advisors
North Carolina
$3.04M
RIM
2502
RW Investment Management
Idaho
$3.04M
CWA
2503
Crux Wealth Advisors
California
$3.03M
AGP
2504
Autumn Glory Partners
Texas
$3.03M
PIP
2505
Philadelphia Investment Partners
New Jersey
$3.02M
MSWM
2506
McGlone Suttner Wealth Management
Wisconsin
$3.02M
ACM
2507
Arcataur Capital Management
Wisconsin
$3M
GC
2508
Gould Capital
Washington
$3M
MFC
2509
Morris Financial Concepts
South Carolina
$3M
LSA
2510
L & S Advisors
California
$3M
CAL
2511
Capital Advisors Ltd
Ohio
$2.99M
HAIM
2512
Hunter Associates Investment Management
Pennsylvania
$2.99M
HEM
2513
Henson-Edgewater Management
Ohio
$2.99M
ARA
2514
Alexander Randolph Advisory
Virginia
$2.99M
BWA
2515
Basecamp Wealth Advisors
Washington
$2.99M
ISWM
2516
Independent Solutions Wealth Management
New York
$2.98M
PCS
2517
Private Client Services
Kentucky
$2.97M
FFC
2518
First Financial Corp
Indiana
$2.97M
KAM
2519
Karani Asset Management
New York
$2.97M
HTHT
2520
Hemenway Trust Hemenway Trust
New Hampshire
$2.97M
LF
2521
Lee Financial
Texas
$2.97M
TRIA
2522
Trail Ridge Investment Advisors
Colorado
$2.97M
RPGK
2523
Retirement Planning Group (Kansas)
Kansas
$2.96M
CAM
2524
Cacti Asset Management
Georgia
$2.96M
KSB
2525
Kennebec Savings Bank
Maine
$2.95M