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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
ACL
2551
Applied Capital LLC
Florida
$2.88M
SCA
2552
Sandy Cove Advisors
Massachusetts
$2.87M
RWA
2553
Redhawk Wealth Advisors
Minnesota
$2.87M
TVWM
2554
Tower View Wealth Management
Wisconsin
$2.87M
CFG
2555
CKW Financial Group
Hawaii
$2.87M
CG
2556
Corundum Group
Colorado
$2.87M
CCM
2557
CFO Capital Management
Connecticut
$2.87M
BCM
2558
Bannerstone Capital Management
Minnesota
$2.86M
LB
2559
Legacy Bridge
Iowa
$2.86M
SA
2560
SJBenen ADVISORY
North Carolina
$2.85M
TP
2561
TritonPoint Partners
Maryland
$2.85M
AMPWP
2562
Alvarez & Marsal Private Wealth Partners
Florida
$2.84M
HCM
2563
HMS Capital Management
Tennessee
$2.84M
SIM
2564
Samara Investment Management
Oregon
$2.84M
NME
2565
Notis-McConarty Edward
$2.83M
LCWM
2566
Legacy Capital Wealth Management
Texas
$2.83M
SM
2567
Sciencast Management
New Jersey
$2.83M
FBT
2568
First Bank & Trust
South Dakota
$2.83M
WPA
2569
Winning Points Advisors
Florida
$2.83M
BAM
2570
Byrne Asset Management
New Jersey
$2.83M
WAM
2571
Wernau Asset Management
Massachusetts
$2.83M
TAM
2572
Trillium Asset Management
Massachusetts
$2.83M
BWP
2573
Balboa Wealth Partners
Arizona
$2.82M
RC
2574
Reik & Co
New York
$2.82M
DBG
2575
De Burlo Group
Massachusetts
$2.82M