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