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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
CFAM
3301
Center For Asset Management
Florida
$1.32M
SAM
3302
S.A. Mason
Michigan
$1.32M
PPA
3303
Pacific Point Advisors
California
$1.32M
T
3304
TrustBank
Illinois
$1.32M
CNBOF
3305
City National Bank of Florida
Florida
$1.31M
PA
3306
PSI Advisors
Florida
$1.31M
MFG
3307
Mainsail Financial Group
Washington
$1.31M
ECA
3308
Elevated Capital Advisors
Utah
$1.31M
SEP
3309
Signature Equity Partners
Ohio
$1.31M
TA
3310
TPG Advisors
Illinois
$1.31M
VC
3311
Veracity Capital
Georgia
$1.3M
SOAM
3312
SBI Okasan Asset Management
Japan
$1.3M
LMFP
3313
Larry Mathis Financial Planning
Arizona
$1.3M
FWA
3314
FORM Wealth Advisors
Wisconsin
$1.3M
HC
3315
Hara Capital
Washington
$1.3M
DWA
3316
Dougherty Wealth Advisers
Minnesota
$1.3M
VFG
3317
Victory Financial Group
Texas
$1.3M
EGWAG
3318
Elwood & Goetz Wealth Advisory Group
Georgia
$1.3M
ISFAN
3319
Investor's Fiduciary Advisor Network
Washington
$1.3M
LFIA
3320
Legacy Financial Independent Advisors
Kentucky
$1.3M
VPW
3321
Vericrest Private Wealth
Pennsylvania
$1.3M
SFB
3322
STAR Financial Bank
Indiana
$1.3M
BDA
3323
Borer Denton & Associates
Pennsylvania
$1.3M
CAU
3324
Caxton Associates (UK)
$1.29M
NFP
3325
Narus Financial Partners
Utah
$1.29M