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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
PCM
3401
Poehling Capital Management
Wisconsin
$1.2M
RHDIC
3402
R.H. Dinel Investment Counsel
California
$1.2M
PCI
3403
Planning Center Inc
Illinois
$1.2M
BSTWA
3404
Blake Schutter Theil Wealth Advisors
Ohio
$1.2M
PIS
3405
POM Investment Strategies
North Carolina
$1.2M
RIS
3406
Retirement Income Solutions
Michigan
$1.2M
MSWMA
3407
Market Street Wealth Management Advisors
Indiana
$1.2M
CC
3408
Cultivar Capital
Texas
$1.2M
IAG
3409
Investment Advisory Group
Massachusetts
$1.2M
DCM
3410
Davidson Capital Management
Texas
$1.19M
CCM
3411
Charter Capital Management
Wisconsin
$1.19M
ABLA
3412
Alan B. Lancz & Associates
Ohio
$1.19M
TIM
3413
Total Investment Management
Arizona
$1.19M
SC
3414
Steph & Co
Wisconsin
$1.18M
DAM
3415
Doheny Asset Management
California
$1.18M
BOM
3416
Bank of Marin
California
$1.18M
SGWM
3417
Sterling Group Wealth Management
California
$1.18M
LAS
3418
LWM Advisory Services
Florida
$1.18M
KWM
3419
Kingsman Wealth Management
Florida
$1.18M
DWM
3420
Dogwood Wealth Management
Kansas
$1.18M
WDA
3421
Wendell David Associates
New Hampshire
$1.18M
FFG
3422
Fiduciary Financial Group
California
$1.18M
GA
3423
Greenhaven Associates
New York
$1.18M
MHP
3424
Manatuck Hill Partners
Connecticut
$1.18M
BBPWM
3425
Blue Bell Private Wealth Management
Pennsylvania
$1.17M