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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
CAM
3151
Councilmark Asset Management
Tennessee
$1.56M
CA
3152
COFG Advisors
Illinois
$1.56M
UWP
3153
Uniting Wealth Partners
Kansas
$1.55M
OLA
3154
Oliver Luxxe Assets
New Jersey
$1.55M
MEAC
3155
M.E. Allison & Co
Texas
$1.55M
BLC
3156
Blue Line Capital
Illinois
$1.55M
OFO
3157
OneAscent Family Office
Alabama
$1.55M
PWAC
3158
Private Wealth Advisors (California)
California
$1.54M
RRA
3159
Round Rock Advisors
Connecticut
$1.54M
CG
3160
Cynosure Group
Utah
$1.54M
AR
3161
Advisory Research
Illinois
$1.54M
NED
3162
Nancy E. Dempze
$1.54M
TFIPS
3163
Towarzystwo Funduszy Inwestycyjnych PZU SA
$1.53M
VAMG
3164
Voisard Asset Management Group
Michigan
$1.53M
SWM
3165
Sandro Wealth Management
New Jersey
$1.53M
GC
3166
GatePass Capital
Ohio
$1.53M
AMCA
3167
Arthur M. Cohen & Associates
Illinois
$1.53M
MCM
3168
Mattern Capital Management
Colorado
$1.53M
LA
3169
Latitude Advisors
Florida
$1.53M
HWMG
3170
Hurlow Wealth Management Group
Indiana
$1.53M
AWA
3171
A4 Wealth Advisors
North Carolina
$1.52M
FPW
3172
Fairvoy Private Wealth
Alabama
$1.52M
FB
3173
First Bancorp
Maine
$1.52M
CIM
3174
Corda Investment Management
Texas
$1.52M
MWP
3175
Madison Wealth Partners
Wisconsin
$1.51M