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JPMorgan Chase

5,034 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
5,034
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
EIA
3226
Eldridge Investment Advisors
New Hampshire
$1.43M
HFA
3227
Highland Financial Advisors
New Jersey
$1.43M
MG
3228
McHugh Group
Ohio
$1.43M
BWM
3229
Braeburn Wealth Management
Michigan
$1.43M
PPW
3230
Pasadena Private Wealth
California
$1.43M
BWM
3231
Brown Wealth Management
Illinois
$1.43M
HIG
3232
Heritage Investment Group
Florida
$1.43M
SL
3233
Salomon & Ludwin
Virginia
$1.43M
PC
3234
PhiloSmith Capital
Connecticut
$1.43M
GAA
3235
Guardian Asset Advisors
Pennsylvania
$1.42M
GRWP
3236
Green Ridge Wealth Planning
New Jersey
$1.42M
MC
3237
Matisse Capital
Oregon
$1.42M
DCM
3238
Dorato Capital Management
Colorado
$1.42M
SOW
3239
State of Wyoming
Wyoming
$1.42M
Fiera Capital (Canada)
3240
Fiera Capital (Canada)
Quebec, Canada
$1.42M
PG
3241
Prostatis Group
Maryland
$1.42M
MWM
3242
MFG Wealth Management
Indiana
$1.42M
CPA
3243
Cardiff Park Advisors
California
$1.41M
EWM
3244
Elevatus Welath Management
New York
$1.41M
MWM
3245
MBE Wealth Management
Wisconsin
$1.41M
CA
3246
Cambridge Advisors
Nebraska
$1.4M
PWA
3247
Portus Wealth Advisors
North Carolina
$1.4M
DIP
3248
Davis Investment Partners
North Carolina
$1.4M
RPCONE
3249
Retirement Planning Company of New England
Rhode Island
$1.4M
FPH
3250
Financial Planning Hawaii
Hawaii
$1.4M