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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
MAM
2976
Milestone Asset Management
Pennsylvania
$1.89M
GHA
2977
Granite Harbor Advisors
Texas
$1.89M
TIP
2978
Tandem Investment Partners
New Jersey
$1.89M
PIMG
2979
Patriot Investment Management Group
Tennessee
$1.89M
VAM
2980
Virtue Asset Management
Illinois
$1.88M
SB
2981
Sunflower Bank
Texas
$1.88M
GWAG
2982
Garrett Wealth Advisory Group
Texas
$1.88M
MCP
2983
Miller Capital Partners
Michigan
$1.88M
SF
2984
Sun Financial
Utah
$1.88M
EWA
2985
Evolution Wealth Advisors
Florida
$1.87M
AFS
2986
Access Financial Services
Minnesota
$1.87M
HIC
2987
Hamrick Investment Counsel
Washington
$1.87M
CS
2988
Capital Square
Tennessee
$1.87M
HPBT
2989
Hickory Point Bank & Trust
Illinois
$1.87M
CGFA
2990
Colton Groome Financial Advisors
North Carolina
$1.86M
RB
2991
Renasant Bank
Mississippi
$1.86M
BM
2992
Berman McAleer
Maryland
$1.85M
KFS
2993
Keynote Financial Services
Connecticut
$1.85M
RWPA
2994
Richard W. Paul & Associates
Michigan
$1.85M
PAG
2995
Powers Advisory Group
Illinois
$1.85M
DOA
2996
D'Orazio & Associates
Virginia
$1.85M
LIM
2997
Longfellow Investment Management
Massachusetts
$1.85M
RL
2998
Rogco LP
Oklahoma
$1.85M
KIA
2999
Knollwood Investment Advisory
Maryland
$1.85M
BCG
3000
BayBridge Capital Group
California
$1.84M