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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
CAM
2851
CPA Asset Management
Florida
$2.18M
GPA
2852
Garrison Point Advisors
California
$2.18M
SPF
2853
South Plains Financial
Texas
$2.18M
PWP
2854
Phillips Wealth Planners
Mississippi
$2.17M
ANC
2855
Ames National Corp
Iowa
$2.17M
AA
2856
Altman Advisors
Illinois
$2.17M
MP
2857
Moment Partners
California
$2.17M
AIA
2858
Armor Investment Advisors
North Carolina
$2.17M
5SA
2859
5th Street Advisors
Connecticut
$2.17M
TIM
2860
Tortoise Investment Management
New York
$2.16M
WF
2861
WinCap Financial
Massachusetts
$2.16M
BF
2862
bLong Financial
Tennessee
$2.15M
KHCM
2863
Kirtland Hills Capital Management
Ohio
$2.15M
BW
2864
Balance Wealth
Ohio
$2.15M
SFG
2865
Sather Financial Group
Texas
$2.15M
GWM
2866
Gilpin Wealth Management
Colorado
$2.15M
HWA
2867
Heartwood Wealth Advisors
Virginia
$2.15M
IF
2868
Intrua Financial
Texas
$2.15M
AI
2869
Atom Investors
Texas
$2.14M
SRA
2870
Secured Retirement Advisors
Minnesota
$2.14M
HI
2871
Hendershot Investments
Virginia
$2.14M
EV
2872
EJMK Ventures
Illinois
$2.14M
ST
2873
Sageworth Trust
Pennsylvania
$2.13M
SPI
2874
Sutton Place Investors
New York
$2.13M
RWM
2875
Riverbend Wealth Management
South Carolina
$2.13M