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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
VCM
2651
Vivaldi Capital Management
Illinois
$2.61M
AP
2652
Atwood & Palmer
Missouri
$2.6M
B
2653
Birchbrook
Maine
$2.6M
KFSC
2654
Keystone Financial Services (Colorado)
Colorado
$2.6M
MIC
2655
Meridian Investment Counsel
California
$2.6M
CCA
2656
Cora Capital Advisors
New Jersey
$2.6M
FFG
2657
Fortem Financial Group
California
$2.59M
BI
2658
Bolthouse Investments
California
$2.59M
BFG
2659
Bouchey Financial Group
New York
$2.59M
IA
2660
IFG Advisors
Missouri
$2.59M
PIA
2661
Pinion Investment Advisors
Kansas
$2.58M
NL
2662
Navalign LLC
California
$2.58M
FAM
2663
Fairtree Asset Management
South Africa
$2.58M
EM
2664
ELCO Management
New York
$2.58M
BSI
2665
Bennett Selby Investments
Maine
$2.58M
WG
2666
WMS Group
Louisiana
$2.58M
MCM
2667
Mainstream Capital Management
California
$2.58M
MWM
2668
Mosley Wealth Management
California
$2.58M
HFAS
2669
Hummer Financial Advisory Services
Illinois
$2.57M
NWAG
2670
Net Worth Advisory Group
Utah
$2.57M
MKC
2671
M. Kraus & Co
Vermont
$2.57M
LSA
2672
Leonteq Securities AG
Switzerland
$2.56M
SI
2673
Shaker Investments
Ohio
$2.56M
CSB
2674
City State Bank
Iowa
$2.56M
FG
2675
Foster Group
Iowa
$2.56M