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