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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
MP
2851
Moment Partners
California
$2.17M
AIA
2852
Armor Investment Advisors
North Carolina
$2.17M
5SA
2853
5th Street Advisors
Connecticut
$2.17M
TIM
2854
Tortoise Investment Management
New York
$2.16M
WF
2855
WinCap Financial
Massachusetts
$2.16M
BF
2856
bLong Financial
Tennessee
$2.15M
KHCM
2857
Kirtland Hills Capital Management
Ohio
$2.15M
BW
2858
Balance Wealth
Ohio
$2.15M
SFG
2859
Sather Financial Group
Texas
$2.15M
GWM
2860
Gilpin Wealth Management
Colorado
$2.15M
HWA
2861
Heartwood Wealth Advisors
Virginia
$2.15M
IF
2862
Intrua Financial
Texas
$2.15M
AI
2863
Atom Investors
Texas
$2.14M
SRA
2864
Secured Retirement Advisors
Minnesota
$2.14M
HI
2865
Hendershot Investments
Virginia
$2.14M
EV
2866
EJMK Ventures
Illinois
$2.14M
ST
2867
Sageworth Trust
Pennsylvania
$2.13M
SPI
2868
Sutton Place Investors
New York
$2.13M
RWM
2869
Riverbend Wealth Management
South Carolina
$2.13M
SWM
2870
Sterling Wealth Management
Illinois
$2.13M
JWA
2871
JFS Wealth Advisors
Pennsylvania
$2.12M
NJIM
2872
Nabity-Jensen Investment Management
Nebraska
$2.12M
CNBT
2873
Cornerstone National Bank & Trust
Illinois
$2.12M
CIA
2874
Cladis Investment Advisory
Montana
$2.12M
AWG
2875
Altus Wealth Group
Colorado
$2.12M