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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
HSG
3201
Helen Stephens Group
Texas
$1.47M
KBFS
3202
Kohmann Bosshard Financial Services
Ohio
$1.47M
TA
3203
Tectonic Advisors
Texas
$1.47M
GPWA
3204
Great Point Wealth Advisors
Massachusetts
$1.47M
CNTOF
3205
Canandaigua National Trust of Florida
New York
$1.46M
AGC
3206
August Group Capital
$1.46M
VEM
3207
Vann Equity Management
Texas
$1.46M
IWA
3208
Inspirion Wealth Advisors
Illinois
$1.46M
DI
3209
Decision Investments
California
$1.46M
CFD
3210
Creative Financial Designs
Indiana
$1.46M
LWM
3211
Liberty Wealth Management
California
$1.46M
ML
3212
MLP3 LLC
New Jersey
$1.46M
V
3213
ViaWealth
Kansas
$1.45M
DG
3214
DMC Group
Alabama
$1.45M
IA
3215
Insight Advisors
Pennsylvania
$1.45M
GOCP
3216
Great Oak Capital Partners
Massachusetts
$1.45M
PAA
3217
Peregrine Asset Advisers
Oregon
$1.45M
SFI
3218
Susquehanna Fundamental Investments
Pennsylvania
$1.45M
BW
3219
Blalock Williams
Alabama
$1.44M
ACM
3220
AUA Capital Management
Pennsylvania
$1.44M
SWM
3221
Shelton Wealth Management
Texas
$1.44M
B
3222
Barings
North Carolina
$1.44M
BCM
3223
BluePath Capital Management
Georgia
$1.44M
BP
3224
BWM Planning
Texas
$1.44M
SWGC
3225
Summit Wealth Group (Colorado)
Colorado
$1.44M