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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
WP
2626
Westmount Partners
California
$2.68M
CF
2627
Claris Financial
Virginia
$2.68M
WEG
2628
World Equity Group
Illinois
$2.68M
ITFISA
2629
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$2.68M
MAM
2630
MWA Asset Management
Massachusetts
$2.68M
CPC
2631
CFC Planning Company
Indiana
$2.67M
SSWM
2632
Strait & Sound Wealth Management
California
$2.67M
EB
2633
Emprise Bank
Kansas
$2.67M
LAIC
2634
Lederer & Associates Investment Counsel
California
$2.67M
W
2635
Wealthquest
Ohio
$2.67M
CASB
2636
Cape Ann Savings Bank
Massachusetts
$2.66M
PRP
2637
Peak Retirement Planning
Ohio
$2.66M
VIPI
2638
Vista Investment Partners II
Indiana
$2.66M
SFM
2639
Signet Financial Management
New Jersey
$2.66M
AGDI
2640
Absolute Gestao de Investimentos
Brazil
$2.65M
CSC
2641
Caldwell Sutter Capital
California
$2.65M
BIA
2642
Benchmark Investment Advisors
Illinois
$2.64M
GPWM
2643
Grant Private Wealth Management
California
$2.64M
BFA
2644
Brown Financial Advisors
Ohio
$2.64M
HFM
2645
Hartford Funds Management
Pennsylvania
$2.64M
CA
2646
Carson Advisory
Georgia
$2.64M
PMFA
2647
Plante Moran Financial Advisors
Michigan
$2.64M
MC
2648
Machina Capital
France
$2.63M
DAM
2649
Deltec Asset Management
New York
$2.63M
CH
2650
Cromwell Holdings
Wyoming
$2.62M