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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
SEEDPG
2526
S.E.E.D. Planning Group
New York
$2.95M
OP
2527
Oslo Pensjonsforsikring
$2.95M
IIM
2528
InTrack Investment Management
Vermont
$2.95M
UAML
2529
US Asset Management LLC
Pennsylvania
$2.95M
AFG
2530
Allegheny Financial Group
Pennsylvania
$2.94M
OIM
2531
Oder Investment Management
California
$2.94M
PCM
2532
Pointe Capital Management
Michigan
$2.92M
VIP
2533
Vista Investment Partners
Oklahoma
$2.92M
RWM
2534
Rezny Wealth Management
Florida
$2.92M
AA
2535
Addison Advisors
Vermont
$2.92M
WCM
2536
Windsor Capital Management
Arizona
$2.91M
FPCP
2537
Fort Point Capital Partners
California
$2.91M
FCFC
2538
First Citizens Financial Corp
Iowa
$2.91M
TC
2539
Trust Company
Kansas
$2.9M
NPF
2540
Norris Perne & French
Michigan
$2.9M
PIA
2541
Powell Investment Advisors
Florida
$2.9M
PCS
2542
Personal CFO Solutions
New Jersey
$2.9M
SWM
2543
SHP Wealth Management
Massachusetts
$2.89M
CCM
2544
Compass Capital Management
Minnesota
$2.89M
SWK
2545
Stephen W. Kidder
$2.88M
SRC
2546
Sage Rhino Capital
California
$2.88M
RSVP
2547
Ramsay Stattman Vela & Price
Colorado
$2.88M
EWM
2548
Elmwood Wealth Management
California
$2.88M
SP
2549
SmartHarvest Portfolios
Washington
$2.88M
NCM
2550
Neumann Capital Management
California
$2.88M