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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
CCM
2651
Cannon Capital Management
Utah
$2.62M
RIM
2652
Redwood Investment Management
Arizona
$2.62M
LEA
2653
Legacy Edge Advisors
New York
$2.62M
PIA
2654
Perennial Investment Advisors
California
$2.61M
1IA
2655
1620 Investment Advisors
Massachusetts
$2.61M
SDWMA
2656
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.61M
VCM
2657
Vivaldi Capital Management
Illinois
$2.61M
AP
2658
Atwood & Palmer
Missouri
$2.6M
B
2659
Birchbrook
Maine
$2.6M
KFSC
2660
Keystone Financial Services (Colorado)
Colorado
$2.6M
MIC
2661
Meridian Investment Counsel
California
$2.6M
CCA
2662
Cora Capital Advisors
New Jersey
$2.6M
FFG
2663
Fortem Financial Group
California
$2.59M
BI
2664
Bolthouse Investments
California
$2.59M
BFG
2665
Bouchey Financial Group
New York
$2.59M
IA
2666
IFG Advisors
Missouri
$2.59M
PIA
2667
Pinion Investment Advisors
Kansas
$2.58M
NL
2668
Navalign LLC
California
$2.58M
FAM
2669
Fairtree Asset Management
South Africa
$2.58M
EM
2670
ELCO Management
New York
$2.58M
BSI
2671
Bennett Selby Investments
Maine
$2.58M
WG
2672
WMS Group
Louisiana
$2.58M
MCM
2673
Mainstream Capital Management
California
$2.58M
MWM
2674
Mosley Wealth Management
California
$2.58M
HFAS
2675
Hummer Financial Advisory Services
Illinois
$2.57M