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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
LGG
3326
Luts & Greenleigh Group
Maryland
$1.29M
CFLC
3327
California First Leasing Corp
California
$1.29M
EI
3328
Ellevest Inc
New York
$1.29M
BRWM
3329
Blue Rock Wealth Management
North Carolina
$1.29M
PWC
3330
Pathfinder Wealth Consulting
North Carolina
$1.29M
WAG
3331
Windsor Advisory Group
Ohio
$1.29M
SAM
3332
Secure Asset Management
Michigan
$1.28M
WCFA
3333
Walkner Condon Financial Advisors
Wisconsin
$1.28M
CB
3334
Centennial Bank
Arkansas
$1.28M
ODIJL
3335
One Day In July LLC
Vermont
$1.28M
RMCM
3336
Reynders McVeigh Capital Management
Massachusetts
$1.28M
PB
3337
Prosperity Bancshares
Texas
$1.28M
CL
3338
CPWA LLC
Oregon
$1.28M
PW
3339
Paladin Wealth
Minnesota
$1.28M
PCP
3340
Proficio Capital Partners
Massachusetts
$1.27M
TSS
3341
Thomas Story & Son
Indiana
$1.27M
CF
3342
Cyr Financial
Illinois
$1.27M
CIA
3343
Cape Investment Advisory
Georgia
$1.27M
IAG
3344
Ipsen Advisor Group
Arkansas
$1.27M
CCA
3345
Clearwater Capital Advisors
Illinois
$1.27M
EFG
3346
Elevated Financial Group
Indiana
$1.27M
CHA
3347
Cooper/Haims Advisors
New York
$1.27M
EC
3348
EdgeRock Capital
Colorado
$1.27M
LWM
3349
LeConte Wealth Management
Tennessee
$1.27M
MHI
3350
Miller Howard Investments
New York
$1.27M