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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
LIA
2951
Limestone Investment Advisors
New York
$1.96M
MCA
2952
McGuire Capital Advisors
Oklahoma
$1.95M
PK
2953
Pflug Koory
Nebraska
$1.95M
MF
2954
Montis Financial
Massachusetts
$1.94M
HCP
2955
Hexagon Capital Partners
Arkansas
$1.94M
WB
2956
West Bancorporation
Iowa
$1.94M
CRI
2957
Colonial River Investments
Virginia
$1.94M
FB
2958
Finward Bancorp
Indiana
$1.94M
CLIP
2959
Colter Lewis Investment Partners
Connecticut
$1.94M
AWM
2960
Activest Wealth Management
Florida
$1.94M
TWA
2961
Talisman Wealth Advisors
New Jersey
$1.94M
FFA
2962
Frazier Financial Advisors
Ohio
$1.93M
PSP
2963
Principal Street Partners
Tennessee
$1.93M
CCS
2964
Concentric Capital Strategies
Connecticut
$1.92M
CC
2965
Carlson Capital
Texas
$1.92M
DMBA
2966
Deseret Mutual Benefit Administrators
Utah
$1.91M
LI
2967
LVZ Inc
Michigan
$1.91M
MWM
2968
Meadowbrook Wealth Management
New York
$1.91M
PVM
2969
Palogic Value Management
Texas
$1.9M
SC
2970
Solstein Capital
California
$1.9M
CA
2971
Crumly & Associates
Illinois
$1.9M
KFG
2972
Kingdom Financial Group
Arizona
$1.9M
LAS
2973
Lloyd Advisory Services
Georgia
$1.9M
SFG
2974
Sunburst Financial Group
Alabama
$1.89M
WAG
2975
Wiser Advisor Group
Arizona
$1.89M