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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
BW
2951
BXM Wealth
Colorado
$1.96M
AGC
2952
Aspen Grove Capital
Colorado
$1.96M
DI
2953
Disciplined Investors
Texas
$1.96M
CFG
2954
Carr Financial Group
Massachusetts
$1.96M
VP
2955
Verum Partners
North Carolina
$1.96M
LIA
2956
Limestone Investment Advisors
New York
$1.96M
MCA
2957
McGuire Capital Advisors
Oklahoma
$1.95M
PK
2958
Pflug Koory
Nebraska
$1.95M
MF
2959
Montis Financial
Massachusetts
$1.94M
HCP
2960
Hexagon Capital Partners
Arkansas
$1.94M
WB
2961
West Bancorporation
Iowa
$1.94M
CRI
2962
Colonial River Investments
Virginia
$1.94M
FB
2963
Finward Bancorp
Indiana
$1.94M
CLIP
2964
Colter Lewis Investment Partners
Connecticut
$1.94M
AWM
2965
Activest Wealth Management
Florida
$1.94M
TWA
2966
Talisman Wealth Advisors
New Jersey
$1.94M
FFA
2967
Frazier Financial Advisors
Ohio
$1.93M
PSP
2968
Principal Street Partners
Tennessee
$1.93M
CCS
2969
Concentric Capital Strategies
Connecticut
$1.92M
CC
2970
Carlson Capital
Texas
$1.92M
DMBA
2971
Deseret Mutual Benefit Administrators
Utah
$1.91M
LI
2972
LVZ Inc
Michigan
$1.91M
MWM
2973
Meadowbrook Wealth Management
New York
$1.91M
PVM
2974
Palogic Value Management
Texas
$1.9M
SC
2975
Solstein Capital
California
$1.9M