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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
CUAMC
2801
China Universal Asset Management Company
China
$2.28M
GCC
2802
Game Creek Capital
Massachusetts
$2.28M
WA
2803
Westfuller Advisors
New York
$2.28M
LWMNY
2804
Landmark Wealth Management (New York)
New York
$2.28M
GHAM
2805
Gilman Hill Asset Management
Connecticut
$2.28M
CPG
2806
Cornerstone Planning Group
New Jersey
$2.28M
RHIG
2807
R.H. Investment Group
Arizona
$2.28M
PA
2808
Promethium Advisors
Maryland
$2.27M
GTAM
2809
Global Trust Asset Management
Florida
$2.27M
TCOTS
2810
Trust Company of the South
North Carolina
$2.27M
QFW
2811
QTR Family Wealth
Florida
$2.26M
KCM
2812
KRS Capital Management
Michigan
$2.26M
WAM
2813
Weiss Asset Management
Massachusetts
$2.26M
CWM
2814
Castle Wealth Management
Florida
$2.25M
DWM
2815
Defined Wealth Management
Oregon
$2.25M
EAM
2816
Eukles Asset Management
Ohio
$2.24M
WDG
2817
Wealth Dimensions Group
Ohio
$2.24M
HP
2818
Holistic Planning
Texas
$2.24M
SC
2819
Saiph Capital
New Jersey
$2.24M
FFA
2820
Fi3 Financial Advisors
Indiana
$2.24M
RPWA
2821
Regent Peak Wealth Advisors
Georgia
$2.23M
SI
2822
Seeds Investor
New York
$2.23M
OPTFSNA
2823
Old Point Trust & Financial Services N A
Virginia
$2.23M
KC
2824
Karras Company
Utah
$2.22M
TC
2825
Trilogy Capital
California
$2.22M