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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
FFG
3426
Fiduciary Financial Group
California
$1.18M
GA
3427
Greenhaven Associates
New York
$1.18M
MHP
3428
Manatuck Hill Partners
Connecticut
$1.18M
BBPWM
3429
Blue Bell Private Wealth Management
Pennsylvania
$1.17M
EPM
3430
Elm Partners Management
Pennsylvania
$1.17M
CWM
3431
Challenger Wealth Management
California
$1.17M
PA
3432
Planning Alternatives
Michigan
$1.17M
FC
3433
FCA Corp
Texas
$1.17M
KFS
3434
Krane Financial Solutions
California
$1.17M
CPM
3435
Connective Portfolio Management
New York
$1.17M
RWA
3436
Rooted Wealth Advisors
Illinois
$1.17M
FSWA
3437
Financial Synergies Wealth Advisors
Texas
$1.17M
CFP
3438
Cascade Financial Partners
California
$1.17M
IAAG
3439
Innovative Asset Advisors Group
Connecticut
$1.17M
TFGT
3440
TS Financial Group (TSFG)
Illinois
$1.17M
HBFP
3441
Henderson Brothers Financial Partners
Pennsylvania
$1.17M
AIIMS
3442
Analyst IMS Investment Management Services
Israel
$1.17M
IFA
3443
Independence Financial Advisors
New Hampshire
$1.17M
TA
3444
TrueWealth Advisors
Alabama
$1.17M
NIA
3445
NBZ Investment Advisors
Tennessee
$1.17M
CIM
3446
Caldwell Investment Management
Ontario, Canada
$1.16M
JDLA
3447
J. Derek Lewis & Associates
California
$1.16M
PA
3448
Probity Advisors
Texas
$1.16M
SI
3449
Stonekeep Investments
New Mexico
$1.16M
TAR
3450
Trask Adam Roland
$1.16M