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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
EFH
2776
Eaton Financial Holdings
Florida
$2.35M
GCM
2777
GoodHaven Capital Management
New Jersey
$2.35M
I
2778
InterCapital
Texas
$2.35M
CC
2779
Commons Capital
Massachusetts
$2.35M
FHC
2780
First Heartland Consultants
Missouri
$2.35M
EFM
2781
Eley Financial Management
Vermont
$2.34M
JE
2782
JMAC Enterprises
Pennsylvania
$2.34M
JWWM
2783
Johnson & White Wealth Management
Pennsylvania
$2.34M
VSQM
2784
V-Square Quantitative Management
Illinois
$2.34M
NG
2785
Northstar Group
New York
$2.34M
OWA
2786
One Wealth Advisors
California
$2.33M
FNBTCON
2787
First National Bank & Trust Co of Newtown
Pennsylvania
$2.33M
KA
2788
Kozak & Associates
Colorado
$2.33M
AWP
2789
Abacus Wealth Partners
California
$2.32M
TT
2790
TI-Trust
Illinois
$2.32M
MA
2791
MBA Advisors
Pennsylvania
$2.32M
EFP
2792
Elser Financial Planning
Indiana
$2.32M
SLG
2793
Stanley-Laman Group
Pennsylvania
$2.32M
PCG
2794
PFC Capital Group
California
$2.31M
LWL
2795
Leo Wealth LLC
Texas
$2.31M
AC
2796
Annandale Capital
Texas
$2.31M
OFA
2797
Orographic Financial Advisors
Colorado
$2.3M
RA
2798
Rational Advisors
New York
$2.3M
WLPWM
2799
Walled Lake Planning & Wealth Management
Illinois
$2.3M
PWM
2800
Paulson Wealth Management
Illinois
$2.3M