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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
CA
2976
Crumly & Associates
Illinois
$1.9M
KFG
2977
Kingdom Financial Group
Arizona
$1.9M
LAS
2978
Lloyd Advisory Services
Georgia
$1.9M
SFG
2979
Sunburst Financial Group
Alabama
$1.89M
WAG
2980
Wiser Advisor Group
Arizona
$1.89M
MAM
2981
Milestone Asset Management
Pennsylvania
$1.89M
GHA
2982
Granite Harbor Advisors
Texas
$1.89M
TIP
2983
Tandem Investment Partners
New Jersey
$1.89M
PIMG
2984
Patriot Investment Management Group
Tennessee
$1.89M
VAM
2985
Virtue Asset Management
Illinois
$1.88M
SB
2986
Sunflower Bank
Texas
$1.88M
GWAG
2987
Garrett Wealth Advisory Group
Texas
$1.88M
MCP
2988
Miller Capital Partners
Michigan
$1.88M
SF
2989
Sun Financial
Utah
$1.88M
EWA
2990
Evolution Wealth Advisors
Florida
$1.87M
AFS
2991
Access Financial Services
Minnesota
$1.87M
HIC
2992
Hamrick Investment Counsel
Washington
$1.87M
CS
2993
Capital Square
Tennessee
$1.87M
HPBT
2994
Hickory Point Bank & Trust
Illinois
$1.87M
CGFA
2995
Colton Groome Financial Advisors
North Carolina
$1.86M
RB
2996
Renasant Bank
Mississippi
$1.86M
BM
2997
Berman McAleer
Maryland
$1.85M
KFS
2998
Keynote Financial Services
Connecticut
$1.85M
RWPA
2999
Richard W. Paul & Associates
Michigan
$1.85M
PAG
3000
Powers Advisory Group
Illinois
$1.85M