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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
CG
2551
Corundum Group
Colorado
$2.87M
CCM
2552
CFO Capital Management
Connecticut
$2.87M
BCM
2553
Bannerstone Capital Management
Minnesota
$2.86M
LB
2554
Legacy Bridge
Iowa
$2.86M
SA
2555
SJBenen ADVISORY
North Carolina
$2.85M
TP
2556
TritonPoint Partners
Maryland
$2.85M
AMPWP
2557
Alvarez & Marsal Private Wealth Partners
Florida
$2.84M
HCM
2558
HMS Capital Management
Tennessee
$2.84M
SIM
2559
Samara Investment Management
Oregon
$2.84M
NME
2560
Notis-McConarty Edward
$2.83M
LCWM
2561
Legacy Capital Wealth Management
Texas
$2.83M
SM
2562
Sciencast Management
New Jersey
$2.83M
FBT
2563
First Bank & Trust
South Dakota
$2.83M
BAM
2564
Byrne Asset Management
New Jersey
$2.83M
WAM
2565
Wernau Asset Management
Massachusetts
$2.83M
TAM
2566
Trillium Asset Management
Massachusetts
$2.83M
BWP
2567
Balboa Wealth Partners
Arizona
$2.82M
RC
2568
Reik & Co
New York
$2.82M
DBG
2569
De Burlo Group
Massachusetts
$2.82M
WIA
2570
Westview Investment Advisors
Vermont
$2.81M
MFP
2571
Meridian Financial Partners
Virginia
$2.81M
BC
2572
Barrett & Company
Rhode Island
$2.81M
CCA
2573
Childress Capital Advisors
Texas
$2.81M
KCPT
2574
Kingstone Capital Partners Texas
Texas
$2.8M
AWMT
2575
AAFMAA Wealth Management & Trust
North Carolina
$2.8M