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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
AIM
2926
Alhambra Investment Management
Florida
$2M
MAM
2927
McLean Asset Management
Virginia
$2M
OIM
2928
Orca Investment Management
Oregon
$2M
WC
2929
Winmill & Co
New York
$2M
CMP
2930
Christine Messmer PC
Pennsylvania
$2M
EAP
2931
Elevation Advisory Partners
Florida
$2M
MFG
2932
Menard Financial Group
Texas
$2M
JBC
2933
Jefferson Bridge Capital
Tennessee
$2M
FC
2934
Fjell Capital
North Dakota
$1.99M
CCAM
2935
Cascades Capital Asset Management
North Carolina
$1.99M
TFM
2936
TFC Financial Management
Massachusetts
$1.99M
LCGC
2937
Legacy Capital Group California
California
$1.99M
PP
2938
Patron Partners
Texas
$1.99M
CPWL
2939
Coquina Private Wealth LLC
Florida
$1.99M
USWIA
2940
UP Strategic Wealth Investment Advisors
Pennsylvania
$1.99M
WRPWM
2941
Werba Rubin Papier Wealth Management
California
$1.99M
GDCM
2942
Galaxy Digital Capital Management
New York
$1.99M
BLFG
2943
Brian Low Financial Group
Louisiana
$1.99M
BWG
2944
Berry Wealth Group
Texas
$1.98M
GFA
2945
Gallagher Fiduciary Advisors
Illinois
$1.98M
KSWWM
2946
Keyes Stange & Wooten Wealth Management
Florida
$1.98M
CBT
2947
CoreFirst Bank & Trust
Kansas
$1.97M
RFW
2948
Rainier Family Wealth
Washington
$1.97M
LCM
2949
Laurion Capital Management
New York
$1.97M
FFM
2950
Flagstone Financial Management
Nebraska
$1.97M