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JPMorgan Chase

5,044 hedge funds and large institutions have $572B invested in JPMorgan Chase in 2026 Q1 according to their latest regulatory filings, with 204 funds opening new positions, 2,111 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 → $572B (-$67.4B)

16% less funds holding in top 10

Funds holding in top 10: 938792 (-146)

25% less call options, than puts

Call options by funds: $8.1B | Put options by funds: $10.8B

Holders
5,044
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
792
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
LIM
3001
Longfellow Investment Management
Massachusetts
$1.85M
RL
3002
Rogco LP
Oklahoma
$1.85M
KIA
3003
Knollwood Investment Advisory
Maryland
$1.85M
BCG
3004
BayBridge Capital Group
California
$1.84M
GAA
3005
Global Assets Advisory
Florida
$1.84M
SCA
3006
Sippican Capital Advisors
Massachusetts
$1.84M
FCG
3007
Fielder Capital Group
Tennessee
$1.83M
AGAM
3008
Audent Global Asset Management
California
$1.83M
KL
3009
KilterHowling LLC
Colorado
$1.82M
EL
3010
EWA LLC
Pennsylvania
$1.82M
TSMHT
3011
Thurston Springer Miller Herd & Titak
Indiana
$1.82M
SIC
3012
SJS Investment Consulting
Ohio
$1.82M
LCWP
3013
Legacy Capital Wealth Partners
Arkansas
$1.82M
CCM
3014
Crew Capital Management
Ohio
$1.82M
BPW
3015
Bingham Private Wealth
California
$1.81M
FPGK
3016
Financial Partners Group (Kansas)
Kansas
$1.81M
HWA
3017
HMV Wealth Advisors
Louisiana
$1.81M
BWM
3018
Baron Wealth Management
Michigan
$1.81M
MHR
3019
Matthew Hamilton Rosenberg
$1.81M
BPFA
3020
Barnes Pettey Financial Advisors
Mississippi
$1.81M
JC
3021
JM2 Capital
Oklahoma
$1.81M
CWM
3022
Centurion Wealth Management
Virginia
$1.81M
DIM
3023
Delta Investment Management
California
$1.8M
AL
3024
ARWA LLC
Texas
$1.8M
WAG
3025
Wilkerson Advisory Group
Missouri
$1.8M