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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
1C
3076
111 Capital
France
$1.69M
PIC
3077
Portland Investment Counsel
Ontario, Canada
$1.69M
SFP
3078
Sandbox Financial Partners
Maryland
$1.69M
TVAMP
3079
Tennessee Valley Asset Management Partners
Tennessee
$1.69M
WH
3080
Willner & Heller
California
$1.68M
NFG
3081
Nadler Financial Group
Illinois
$1.68M
GL
3082
Gerber LLC
Ohio
$1.68M
SSCM
3083
Spectrum Strategic Capital Management
Oregon
$1.68M
BWM
3084
Birchcreek Wealth Management
Ohio
$1.68M
AT
3085
Avalon Trust
New Mexico
$1.68M
BAG
3086
Bridgewealth Advisory Group
California
$1.68M
EFA
3087
Evernest Financial Advisors
Indiana
$1.68M
OPOWM
3088
One Plus One Wealth Management
Florida
$1.68M
HC
3089
Hurley Capital
New York
$1.68M
RIA
3090
Realta Investment Advisors
Delaware
$1.67M
FGA
3091
Fortis Group Advisors
New Jersey
$1.67M
DCA
3092
DB&C Advisors
Michigan
$1.67M
MAG
3093
MRA Advisory Group
New Jersey
$1.67M
CICI
3094
Capital Investment Counsel Inc
North Carolina
$1.67M
LFS
3095
Legacy Financial Strategies
Kansas
$1.67M
RCM
3096
RMR Capital Management
California
$1.67M
E
3097
Evansbrook
Illinois
$1.66M
DT
3098
DV Trading
Illinois
$1.66M
FCM
3099
Fell Capital Management
California
$1.66M
5NPW
3100
55 North Private Wealth
Florida
$1.66M