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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
FF
3451
Francis Financial
$1.16M
RTC
3452
Riverview Trust Company
Washington
$1.16M
SDAM
3453
Shulman DeMeo Asset Management
New York
$1.16M
LRIC
3454
Long Road Investment Counsel
Michigan
$1.16M
CastleKeep Investment Advisors
3455
CastleKeep Investment Advisors
Connecticut
$1.16M
FWP
3456
Fiduciary Wealth Partners
Massachusetts
$1.15M
ACM
3457
Ardent Capital Management
Ohio
$1.15M
SCM
3458
SKBA Capital Management
California
$1.15M
MCM
3459
Magnolia Capital Management
New York
$1.15M
AWS
3460
Arkfeld Wealth Strategies
Nebraska
$1.15M
NC
3461
North Capital
Utah
$1.15M
BAM
3462
Bosun Asset Management
Illinois
$1.15M
PCP
3463
Pacific Capital Partners
$1.15M
SI
3464
Severin Investments
Missouri
$1.15M
CFC
3465
Coyle Financial Counsel
Illinois
$1.15M
MBC
3466
Michael Brady & Co
Ohio
$1.14M
CSI
3467
Clark & Stuart Inc
Maine
$1.14M
CIA
3468
Compass Ion Advisors
Pennsylvania
$1.14M
GCM
3469
Gibraltar Capital Management
Oklahoma
$1.14M
LCM
3470
LCM Capital Management
Illinois
$1.14M
KW
3471
Keyvantage Wealth
Pennsylvania
$1.14M
MMCM
3472
Murphy & Mullick Capital Management
New York
$1.14M
MIM
3473
Merrion Investment Management
New Jersey
$1.14M
RGC
3474
Roberts, Glore & Co
Illinois
$1.14M
HAS
3475
Holland Advisory Services
Florida
$1.14M