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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
QFA
2601
Quantum Financial Advisors
California
$2.74M
SCM
2602
Sunbeam Capital Management
Georgia
$2.74M
FA
2603
Faithward Advisors
Pennsylvania
$2.74M
BDF
2604
Black Diamond Financial
Maryland
$2.74M
COCM
2605
Charter Oak Capital Management
New Hampshire
$2.73M
NEWAS
2606
N.E.W. Advisory Services
Wisconsin
$2.73M
MCI
2607
MRP Capital Investments
Georgia
$2.73M
LA
2608
LexAurum Advisors
Kansas
$2.73M
GWP
2609
Gen-Wealth Partners
Michigan
$2.73M
MFG
2610
Mosaic Financial Group
Illinois
$2.72M
WCAMG
2611
Woodard & Company Asset Management Group
North Carolina
$2.72M
IF
2612
IRON Financial
Illinois
$2.71M
MCM
2613
Mendel Capital Management
Arkansas
$2.7M
PWM
2614
Prentice Wealth Management
New York
$2.7M
KFA
2615
Kapstone Financial Advisors
Ohio
$2.69M
KFA
2616
Kelleher Financial Advisors
New York
$2.69M
GGHC
2617
Gilder Gagnon Howe & Co
New York
$2.69M
TA
2618
TKG Advisors
Indiana
$2.69M
BWG
2619
Boomfish Wealth Group
Georgia
$2.69M
WP
2620
Westmount Partners
California
$2.68M
CF
2621
Claris Financial
Virginia
$2.68M
WEG
2622
World Equity Group
Illinois
$2.68M
ITFISA
2623
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$2.68M
MAM
2624
MWA Asset Management
Massachusetts
$2.68M
CPC
2625
CFC Planning Company
Indiana
$2.67M