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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
PW
3076
PUREfi Wealth
Massachusetts
$1.71M
DAC
3077
Dutch Asset Corp
New York
$1.7M
BCM
3078
Barden Capital Management
Texas
$1.7M
JFGLC
3079
Johnson Financial Group LLC (Colorado)
Colorado
$1.69M
1C
3080
111 Capital
France
$1.69M
PIC
3081
Portland Investment Counsel
Ontario, Canada
$1.69M
SFP
3082
Sandbox Financial Partners
Maryland
$1.69M
TVAMP
3083
Tennessee Valley Asset Management Partners
Tennessee
$1.69M
WH
3084
Willner & Heller
California
$1.68M
NFG
3085
Nadler Financial Group
Illinois
$1.68M
GL
3086
Gerber LLC
Ohio
$1.68M
SSCM
3087
Spectrum Strategic Capital Management
Oregon
$1.68M
BWM
3088
Birchcreek Wealth Management
Ohio
$1.68M
AT
3089
Avalon Trust
New Mexico
$1.68M
BAG
3090
Bridgewealth Advisory Group
California
$1.68M
EFA
3091
Evernest Financial Advisors
Indiana
$1.68M
OPOWM
3092
One Plus One Wealth Management
Florida
$1.68M
HC
3093
Hurley Capital
New York
$1.68M
RIA
3094
Realta Investment Advisors
Delaware
$1.67M
FGA
3095
Fortis Group Advisors
New Jersey
$1.67M
DCA
3096
DB&C Advisors
Michigan
$1.67M
MAG
3097
MRA Advisory Group
New Jersey
$1.67M
CICI
3098
Capital Investment Counsel Inc
North Carolina
$1.67M
LFS
3099
Legacy Financial Strategies
Kansas
$1.67M
RCM
3100
RMR Capital Management
California
$1.67M