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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
AWA
2876
Acumen Wealth Advisors
Tennessee
$2.11M
HFS
2877
Howard Financial Services
Texas
$2.11M
EIA
2878
Edgemoor Investment Advisors
Maryland
$2.1M
GS
2879
GWN Securities
Florida
$2.09M
AIM
2880
Aigen Investment Management
New York
$2.09M
AHL
2881
Abel Hall LLC
Louisiana
$2.09M
MHC
2882
May Hill Capital
Massachusetts
$2.09M
Walleye Capital
2883
Walleye Capital
New York
$2.09M
ACM
2884
Armbruster Capital Management
New York
$2.09M
HAS
2885
HBW Advisory Services
California
$2.08M
SNBOSCI
2886
Security National Bank of Sioux City Iowa
Iowa
$2.07M
RL
2887
Ruffer LLP
United Kingdom
$2.07M
RPSA
2888
Richard P. Slaughter Associates
Texas
$2.07M
WIM
2889
Westside Investment Management
California
$2.06M
BWM
2890
Bulltick Wealth Management
Florida
$2.06M
BPMC
2891
Buckland Partners Management Co
New York
$2.06M
OGC
2892
Oak Grove Capital
New Hampshire
$2.06M
SHFA
2893
SC&H Financial Advisors
Maryland
$2.06M
TWM
2894
Topsail Wealth Management
North Carolina
$2.06M
PFM
2895
Potomac Fund Management
Florida
$2.06M
RF
2896
Rossby Financial
Florida
$2.05M
SFS
2897
Symphony Financial Services
Ohio
$2.05M
ACP
2898
Argyle Capital Partners
California
$2.05M
BAM
2899
BCV Asset Management
$2.05M
NERM
2900
New England Research & Management
Illinois
$2.05M