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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
MFG
2726
Monte Financial Group
Connecticut
$2.47M
CCMW
2727
Cypress Capital Management (Wyoming)
Wyoming
$2.47M
SFG
2728
Sovereign Financial Group
Connecticut
$2.47M
FNBSF
2729
First National Bank Sioux Falls
South Dakota
$2.47M
BTWM
2730
Baker Tilly Wealth Management
Wisconsin
$2.46M
IIL
2731
Income Insurance Ltd
$2.46M
WI
2732
WrapManager Inc
California
$2.46M
PWP
2733
Ponta Wealth Partners
Florida
$2.45M
CL
2734
CIM LLC
New York
$2.45M
WMA
2735
Wealth Management Associates
New Jersey
$2.45M
AB
2736
ANB Bank
Colorado
$2.45M
RF
2737
Roxbury Financial
New Jersey
$2.45M
CA
2738
Corrado Advisors
New Jersey
$2.45M
RBWA
2739
RFG - Bristol Wealth Advisors
Massachusetts
$2.45M
PWM
2740
Palacios Wealth Management
Florida
$2.43M
SAA
2741
Southeast Asset Advisors
Georgia
$2.43M
BWM
2742
BlackDiamond Wealth Management
New York
$2.43M
KCFA
2743
Key Client Fiduciary Advisors
New Jersey
$2.43M
CI
2744
Cavalier Investments
Georgia
$2.43M
EWM
2745
Evergreen Wealth Management
Michigan
$2.43M
APW
2746
Alliance Private Wealth
Massachusetts
$2.42M
NA
2747
Navellier & Associates
Nevada
$2.42M
DG
2748
Dala Group
Illinois
$2.42M
PFS
2749
Physicians Financial Services
North Carolina
$2.42M
6F
2750
626 Financial
Michigan
$2.42M