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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
DSAM
3401
Dock Street Asset Management
Florida
$1.21M
FC
3402
Financial Consulate
Maryland
$1.2M
GF
3403
GGM Financials
Ohio
$1.2M
EA
3404
Emerald Advisors
Washington
$1.2M
PCM
3405
Poehling Capital Management
Wisconsin
$1.2M
RHDIC
3406
R.H. Dinel Investment Counsel
California
$1.2M
PCI
3407
Planning Center Inc
Illinois
$1.2M
BSTWA
3408
Blake Schutter Theil Wealth Advisors
Ohio
$1.2M
PIS
3409
POM Investment Strategies
North Carolina
$1.2M
RIS
3410
Retirement Income Solutions
Michigan
$1.2M
MSWMA
3411
Market Street Wealth Management Advisors
Indiana
$1.2M
CC
3412
Cultivar Capital
Texas
$1.2M
IAG
3413
Investment Advisory Group
Massachusetts
$1.2M
DCM
3414
Davidson Capital Management
Texas
$1.19M
CCM
3415
Charter Capital Management
Wisconsin
$1.19M
ABLA
3416
Alan B. Lancz & Associates
Ohio
$1.19M
TIM
3417
Total Investment Management
Arizona
$1.19M
SC
3418
Steph & Co
Wisconsin
$1.18M
DAM
3419
Doheny Asset Management
California
$1.18M
BOM
3420
Bank of Marin
California
$1.18M
SGWM
3421
Sterling Group Wealth Management
California
$1.18M
LAS
3422
LWM Advisory Services
Florida
$1.18M
KWM
3423
Kingsman Wealth Management
Florida
$1.18M
DWM
3424
Dogwood Wealth Management
Kansas
$1.18M
WDA
3425
Wendell David Associates
New Hampshire
$1.18M