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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
B
3226
Barings
North Carolina
$1.44M
BCM
3227
BluePath Capital Management
Georgia
$1.44M
BP
3228
BWM Planning
Texas
$1.44M
SWGC
3229
Summit Wealth Group (Colorado)
Colorado
$1.44M
EIA
3230
Eldridge Investment Advisors
New Hampshire
$1.43M
HFA
3231
Highland Financial Advisors
New Jersey
$1.43M
MG
3232
McHugh Group
Ohio
$1.43M
BWM
3233
Braeburn Wealth Management
Michigan
$1.43M
PPW
3234
Pasadena Private Wealth
California
$1.43M
BWM
3235
Brown Wealth Management
Illinois
$1.43M
HIG
3236
Heritage Investment Group
Florida
$1.43M
SL
3237
Salomon & Ludwin
Virginia
$1.43M
PC
3238
PhiloSmith Capital
Connecticut
$1.43M
GAA
3239
Guardian Asset Advisors
Pennsylvania
$1.42M
GRWP
3240
Green Ridge Wealth Planning
New Jersey
$1.42M
MC
3241
Matisse Capital
Oregon
$1.42M
DCM
3242
Dorato Capital Management
Colorado
$1.42M
SOW
3243
State of Wyoming
Wyoming
$1.42M
Fiera Capital (Canada)
3244
Fiera Capital (Canada)
Quebec, Canada
$1.42M
PG
3245
Prostatis Group
Maryland
$1.42M
MWM
3246
MFG Wealth Management
Indiana
$1.42M
CPA
3247
Cardiff Park Advisors
California
$1.41M
EWM
3248
Elevatus Welath Management
New York
$1.41M
MWM
3249
MBE Wealth Management
Wisconsin
$1.41M
CA
3250
Cambridge Advisors
Nebraska
$1.4M