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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
AF
2701
Affiance Financial
Minnesota
$2.51M
DE
2702
Defiance ETFs
New York
$2.51M
LCM
2703
Lazari Capital Management
California
$2.5M
FCA
2704
Fortis Capital Advisors
Kansas
$2.5M
CMANY
2705
Capital Management Associates (New York)
New York
$2.5M
CAG
2706
Curtis Advisory Group
California
$2.5M
VCM
2707
Vision Capital Management
Oregon
$2.5M
LSIA
2708
LaSalle St. Investment Advisors
Illinois
$2.49M
MMM
2709
Mendel Money Management
Illinois
$2.49M
LFP
2710
Lakeshore Financial Planning
Michigan
$2.49M
RB
2711
Rodgers Brothers
Pennsylvania
$2.49M
PWP
2712
Pursue Wealth Partners
California
$2.49M
SCI
2713
Stableford Capital II
Arizona
$2.49M
MPCG
2714
Matrix Private Capital Group
New York
$2.49M
KWM
2715
Keebeck Wealth Management
Illinois
$2.48M
CIA
2716
Citadel Investment Advisory
Ohio
$2.48M
AFM
2717
Armstrong Fleming & Moore
District of Columbia
$2.47M
OC
2718
Oarsman Capital
Wisconsin
$2.47M
BCA
2719
Bay Capital Advisors
Virginia
$2.47M
MFG
2720
Monte Financial Group
Connecticut
$2.47M
CCMW
2721
Cypress Capital Management (Wyoming)
Wyoming
$2.47M
SFG
2722
Sovereign Financial Group
Connecticut
$2.47M
FNBSF
2723
First National Bank Sioux Falls
South Dakota
$2.47M
BTWM
2724
Baker Tilly Wealth Management
Wisconsin
$2.46M
IIL
2725
Income Insurance Ltd
$2.46M