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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
GAA
3001
Global Assets Advisory
Florida
$1.84M
SCA
3002
Sippican Capital Advisors
Massachusetts
$1.84M
FCG
3003
Fielder Capital Group
Tennessee
$1.83M
AGAM
3004
Audent Global Asset Management
California
$1.83M
KL
3005
KilterHowling LLC
Colorado
$1.82M
EL
3006
EWA LLC
Pennsylvania
$1.82M
TSMHT
3007
Thurston Springer Miller Herd & Titak
Indiana
$1.82M
SIC
3008
SJS Investment Consulting
Ohio
$1.82M
LCWP
3009
Legacy Capital Wealth Partners
Arkansas
$1.82M
CCM
3010
Crew Capital Management
Ohio
$1.82M
BPW
3011
Bingham Private Wealth
California
$1.81M
FPGK
3012
Financial Partners Group (Kansas)
Kansas
$1.81M
HWA
3013
HMV Wealth Advisors
Louisiana
$1.81M
BWM
3014
Baron Wealth Management
Michigan
$1.81M
MHR
3015
Matthew Hamilton Rosenberg
$1.81M
BPFA
3016
Barnes Pettey Financial Advisors
Mississippi
$1.81M
JC
3017
JM2 Capital
Oklahoma
$1.81M
CWM
3018
Centurion Wealth Management
Virginia
$1.81M
DIM
3019
Delta Investment Management
California
$1.8M
AL
3020
ARWA LLC
Texas
$1.8M
WAG
3021
Wilkerson Advisory Group
Missouri
$1.8M
PBK
3022
Peoples Bank (Kansas)
Kansas
$1.8M
BPW
3023
BlueDoor Private Wealth
Massachusetts
$1.8M
NWA
3024
Navis Wealth Advisors
New York
$1.8M
SCA
3025
St. Clair Advisors
Ohio
$1.8M