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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
IRP
3051
Investment Research Partners
Pennsylvania
$1.75M
LPAM
3052
Lodestar Private Asset Management
California
$1.75M
PWM
3053
Parkway Wealth Management
Texas
$1.74M
BJF
3054
Blue Jean Financial
New York
$1.74M
SGFG
3055
Silver Grove Financial Group
New York
$1.74M
DA
3056
Drake & Associates
Wisconsin
$1.74M
IPAM
3057
Investment Partners Asset Management
New Jersey
$1.74M
GAM
3058
Gould Asset Management
California
$1.74M
MF
3059
Manchester Financial
California
$1.73M
RCG
3060
Ridge Creek Global
Ohio
$1.73M
RFG
3061
RFP Financial Group
Georgia
$1.73M
PWM
3062
Pinnacle Wealth Management
California
$1.73M
SWM
3063
Shakespeare Wealth Management
Wisconsin
$1.73M
PG
3064
Proffitt & Goodson
Tennessee
$1.73M
DWA
3065
Dorsey Wright & Associates
California
$1.72M
CCP
3066
Cassia Capital Partners
North Carolina
$1.72M
DWG
3067
Darden Wealth Group
Michigan
$1.72M
APC
3068
Aspire Private Capital
North Carolina
$1.72M
TFP
3069
Tilia Fiduciary Partners
North Carolina
$1.72M
Harris Associates
3070
Harris Associates
Illinois
$1.71M
SWM
3071
Sendero Wealth Management
Texas
$1.71M
PW
3072
PUREfi Wealth
Massachusetts
$1.71M
DAC
3073
Dutch Asset Corp
New York
$1.7M
BCM
3074
Barden Capital Management
Texas
$1.7M
JFGLC
3075
Johnson Financial Group LLC (Colorado)
Colorado
$1.69M