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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
LRIA
3276
Leonard Rickey Investment Advisors
Washington
$1.38M
GSF
3277
Grove Street Fiduciary
New Hampshire
$1.37M
DPI
3278
Diversified Portfolios Inc
Michigan
$1.37M
TIM
3279
Tevis Investment Management
Texas
$1.37M
SC
3280
Sierra Capital
Florida
$1.36M
EAM
3281
Evanson Asset Management
California
$1.36M
CFA
3282
CWS Financial Advisors
Michigan
$1.36M
I2I
3283
Insight 2811 Inc
Illinois
$1.36M
TC
3284
TAGStone Capital
North Carolina
$1.36M
OPF
3285
Old Peak Finance
North Carolina
$1.35M
NPFS
3286
Novak & Powell Financial Services
Florida
$1.35M
EA
3287
Enclave Advisors
Texas
$1.35M
PCM
3288
Park Capital Management
Wisconsin
$1.34M
WAM
3289
WNY Asset Management
New York
$1.34M
AAIM
3290
Asset Advisors Investment Management
Georgia
$1.34M
GA
3291
GSG Advisors
New Jersey
$1.34M
HCM
3292
Hutchinson Capital Management
California
$1.34M
CAM
3293
Campion Asset Management
Virginia
$1.34M
Skandinaviska Enskilda Banken (SEB)
3294
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.34M
WG
3295
Wealth Group
North Carolina
$1.34M
LCG
3296
Lakeshore Capital Group
Illinois
$1.34M
SVCP
3297
Silicon Valley Capital Partners
California
$1.33M
SPWG
3298
Sage Private Wealth Group
Illinois
$1.33M
SC
3299
Sykon Capital
New York
$1.33M
PJWM
3300
Philip James Wealth Mangement
Georgia
$1.33M