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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
CIM
2576
Chapman Investment Management
California
$2.8M
SSA
2577
South Street Advisors
New York
$2.8M
VWM
2578
Vivid Wealth Management
Iowa
$2.8M
CWM
2579
Chesapeake Wealth Management
Virginia
$2.8M
AC
2580
Asio Capital
Kentucky
$2.79M
GWCM
2581
Godshalk Welsh Capital Management
Pennsylvania
$2.79M
GCM
2582
Genus Capital Management
British Columbia, Canada
$2.79M
MWA
2583
Medallion Wealth Advisors
Connecticut
$2.79M
WIM
2584
Walsky Investment Management
Pennsylvania
$2.79M
PWC
2585
PYA Waltman Capital
Tennessee
$2.79M
PAS
2586
PKS Advisory Services
New York
$2.79M
KMWM
2587
Keudell/Morrison Wealth Management
Oregon
$2.79M
DWM
2588
Drive Wealth Management
Utah
$2.78M
SCM
2589
Spreng Capital Management
Ohio
$2.78M
SNBOSD
2590
Security National Bank of So Dak
Iowa
$2.78M
DWM
2591
Ducere Wealth Management
California
$2.77M
TB
2592
Terril Brothers
Missouri
$2.77M
HNWAG
2593
High Net Worth Advisory Group
Florida
$2.77M
AHIA
2594
Andrew Hill Investment Advisors
Florida
$2.77M
CPC
2595
Cadia Private Client
New Jersey
$2.76M
FMN
2596
Financial Management Network
California
$2.76M
TPW
2597
Talon Private Wealth
Florida
$2.75M
NAMNJ
2598
NorthStar Asset Management (New Jersey)
New Jersey
$2.75M
MSCM
2599
McElhenny Sheffield Capital Management
Texas
$2.75M
MTC
2600
Matrix Trust Company
Colorado
$2.75M