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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
OIM
2526
Oder Investment Management
California
$2.94M
PCM
2527
Pointe Capital Management
Michigan
$2.92M
VIP
2528
Vista Investment Partners
Oklahoma
$2.92M
RWM
2529
Rezny Wealth Management
Florida
$2.92M
AA
2530
Addison Advisors
Vermont
$2.92M
WCM
2531
Windsor Capital Management
Arizona
$2.91M
FPCP
2532
Fort Point Capital Partners
California
$2.91M
FCFC
2533
First Citizens Financial Corp
Iowa
$2.91M
TC
2534
Trust Company
Kansas
$2.9M
NPF
2535
Norris Perne & French
Michigan
$2.9M
PIA
2536
Powell Investment Advisors
Florida
$2.9M
PCS
2537
Personal CFO Solutions
New Jersey
$2.9M
SWM
2538
SHP Wealth Management
Massachusetts
$2.89M
CCM
2539
Compass Capital Management
Minnesota
$2.89M
SWK
2540
Stephen W. Kidder
$2.88M
SRC
2541
Sage Rhino Capital
California
$2.88M
RSVP
2542
Ramsay Stattman Vela & Price
Colorado
$2.88M
EWM
2543
Elmwood Wealth Management
California
$2.88M
SP
2544
SmartHarvest Portfolios
Washington
$2.88M
NCM
2545
Neumann Capital Management
California
$2.88M
ACL
2546
Applied Capital LLC
Florida
$2.88M
SCA
2547
Sandy Cove Advisors
Massachusetts
$2.87M
RWA
2548
Redhawk Wealth Advisors
Minnesota
$2.87M
TVWM
2549
Tower View Wealth Management
Wisconsin
$2.87M
CFG
2550
CKW Financial Group
Hawaii
$2.87M