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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
CPC
2601
Cadia Private Client
New Jersey
$2.76M
FMN
2602
Financial Management Network
California
$2.76M
TPW
2603
Talon Private Wealth
Florida
$2.75M
NAMNJ
2604
NorthStar Asset Management (New Jersey)
New Jersey
$2.75M
MSCM
2605
McElhenny Sheffield Capital Management
Texas
$2.75M
MTC
2606
Matrix Trust Company
Colorado
$2.75M
QFA
2607
Quantum Financial Advisors
California
$2.74M
SCM
2608
Sunbeam Capital Management
Georgia
$2.74M
FA
2609
Faithward Advisors
Pennsylvania
$2.74M
BDF
2610
Black Diamond Financial
Maryland
$2.74M
COCM
2611
Charter Oak Capital Management
New Hampshire
$2.73M
NEWAS
2612
N.E.W. Advisory Services
Wisconsin
$2.73M
MCI
2613
MRP Capital Investments
Georgia
$2.73M
LA
2614
LexAurum Advisors
Kansas
$2.73M
GWP
2615
Gen-Wealth Partners
Michigan
$2.73M
MFG
2616
Mosaic Financial Group
Illinois
$2.72M
WCAMG
2617
Woodard & Company Asset Management Group
North Carolina
$2.72M
IF
2618
IRON Financial
Illinois
$2.71M
MCM
2619
Mendel Capital Management
Arkansas
$2.7M
PWM
2620
Prentice Wealth Management
New York
$2.7M
KFA
2621
Kapstone Financial Advisors
Ohio
$2.69M
KFA
2622
Kelleher Financial Advisors
New York
$2.69M
GGHC
2623
Gilder Gagnon Howe & Co
New York
$2.69M
TA
2624
TKG Advisors
Indiana
$2.69M
BWG
2625
Boomfish Wealth Group
Georgia
$2.69M