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