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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
EAP
2926
Elevation Advisory Partners
Florida
$2M
MFG
2927
Menard Financial Group
Texas
$2M
JBC
2928
Jefferson Bridge Capital
Tennessee
$2M
FC
2929
Fjell Capital
North Dakota
$1.99M
CCAM
2930
Cascades Capital Asset Management
North Carolina
$1.99M
TFM
2931
TFC Financial Management
Massachusetts
$1.99M
LCGC
2932
Legacy Capital Group California
California
$1.99M
PP
2933
Patron Partners
Texas
$1.99M
CPWL
2934
Coquina Private Wealth LLC
Florida
$1.99M
USWIA
2935
UP Strategic Wealth Investment Advisors
Pennsylvania
$1.99M
WRPWM
2936
Werba Rubin Papier Wealth Management
California
$1.99M
GDCM
2937
Galaxy Digital Capital Management
New York
$1.99M
BLFG
2938
Brian Low Financial Group
Louisiana
$1.99M
BWG
2939
Berry Wealth Group
Texas
$1.98M
GFA
2940
Gallagher Fiduciary Advisors
Illinois
$1.98M
KSWWM
2941
Keyes Stange & Wooten Wealth Management
Florida
$1.98M
CBT
2942
CoreFirst Bank & Trust
Kansas
$1.97M
RFW
2943
Rainier Family Wealth
Washington
$1.97M
LCM
2944
Laurion Capital Management
New York
$1.97M
FFM
2945
Flagstone Financial Management
Nebraska
$1.97M
BW
2946
BXM Wealth
Colorado
$1.96M
AGC
2947
Aspen Grove Capital
Colorado
$1.96M
DI
2948
Disciplined Investors
Texas
$1.96M
CFG
2949
Carr Financial Group
Massachusetts
$1.96M
VP
2950
Verum Partners
North Carolina
$1.96M