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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
SL
3026
Sentry LLC
Tennessee
$1.79M
OE
3027
OFS Enterprise
Nebraska
$1.79M
SFM
3028
Systematic Financial Management
New Jersey
$1.79M
ECM
3029
Ethos Capital Management
Pennsylvania
$1.78M
OW
3030
Olistico Wealth
Oklahoma
$1.78M
RCM
3031
Requisite Capital Management
Texas
$1.78M
BRG
3032
Bay Rivers Group
Virginia
$1.78M
OFW
3033
Omnia Family Wealth
Florida
$1.78M
BCM
3034
Birmingham Capital Management
Alabama
$1.77M
NFC
3035
Northstar Financial Companies
Pennsylvania
$1.77M
CWA
3036
CM Wealth Advisors
Ohio
$1.77M
ML
3037
McAdam LLC
Pennsylvania
$1.77M
BFWA
3038
Benchmark Financial Wealth Advisors
Florida
$1.77M
ATI
3039
ARK & TLK Investments
Oklahoma
$1.77M
HA
3040
Hofer & Associates
California
$1.76M
DI
3041
Diligent Investors
California
$1.76M
SFG
3042
Seamount Financial Group
Colorado
$1.76M
CIG
3043
Cascade Investment Group
Colorado
$1.76M
MWP
3044
Moller Wealth Partners
$1.76M
SMA
3045
Seven Mile Advisory
New Jersey
$1.76M
BWM
3046
Bluebird Wealth Management
Massachusetts
$1.76M
AW
3047
Alchemi Wealth
Connecticut
$1.76M
MWM
3048
Manske Wealth Management
Texas
$1.76M
AWA
3049
AGH Wealth Advisors
Kansas
$1.75M
AFT
3050
Alpha Family Trust
California
$1.75M