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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
GIM
2901
Guardian Investment Management
California
$2.05M
CFA
2902
Cahill Financial Advisors
Minnesota
$2.04M
ACMA
2903
Arbor Capital Management (Alaska)
Alaska
$2.04M
CGA
2904
Crescent Grove Advisors
Illinois
$2.04M
ME
2905
McIlrath & Eck
Washington
$2.04M
FPL
2906
Fortress Private Ledger
North Carolina
$2.03M
FC
2907
Fairscale Capital
New Hampshire
$2.03M
HW
2908
Hamilton Wealth
California
$2.03M
RYIA
2909
Roehl & Yi Investment Advisors
Oregon
$2.03M
GIPW
2910
Granite Islands Private Wealth
Connecticut
$2.03M
AFG
2911
ABLE Financial Group
Arizona
$2.02M
AWM
2912
Aviso Wealth Management
Washington
$2.02M
RWP
2913
Ridgecrest Wealth Partners
California
$2.02M
VWM
2914
Vigilare Wealth Management
Arizona
$2.02M
TF
2915
TLWM Financial
Texas
$2.01M
FFA
2916
Florida Financial Advisors
Florida
$2.01M
BIA
2917
Beacon Investment Advisors
Maryland
$2.01M
TW
2918
Traveka Wealth
California
$2.01M
MWM
2919
McNaughton Wealth Management
California
$2M
SSA
2920
Shepherd Street Advisors
California
$2M
AIM
2921
Alhambra Investment Management
Florida
$2M
MAM
2922
McLean Asset Management
Virginia
$2M
OIM
2923
Orca Investment Management
Oregon
$2M
WC
2924
Winmill & Co
New York
$2M
CMP
2925
Christine Messmer PC
Pennsylvania
$2M