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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
DM
3501
Delphi Management
Massachusetts
$1.11M
KA
3502
KDT Advisors
New York
$1.1M
FEM
3503
Fulcrum Equity Management
Texas
$1.1M
NFG
3504
Northbridge Financial Group
Florida
$1.1M
FCT
3505
First Community Trust
Iowa
$1.1M
MAG
3506
Mayfair Advisory Group
Alabama
$1.1M
DBRC
3507
D.B. Root & Company
Pennsylvania
$1.1M
BWA
3508
BlueSky Wealth Advisors
North Carolina
$1.1M
SWP
3509
Semus Wealth Partners
Florida
$1.1M
PL
3510
PeakShares LLC
Florida
$1.09M
WCP
3511
Wealthcare Capital Partners
Pennsylvania
$1.09M
SPI
3512
Santori & Peters Inc
Pennsylvania
$1.09M
NF
3513
Napier Financial
Massachusetts
$1.09M
TWM
3514
Tanager Wealth Management
United Kingdom
$1.09M
VBA
3515
von Borstel & Associates
Oregon
$1.09M
WJA
3516
Willis Johnson & Associates
Texas
$1.09M
WFAG
3517
Wescott Financial Advisory Group
Pennsylvania
$1.09M
HCWM
3518
Hidden Cove Wealth Management
Washington
$1.09M
NI
3519
NCP Inc
California
$1.09M
EI
3520
Ecofi Investissements
France
$1.09M
BA
3521
Bluesphere Advisors
Pennsylvania
$1.09M
GCM
3522
Gambit Capital Management
Tennessee
$1.09M
CIS
3523
Custom Index Systems
New York
$1.09M
LA
3524
Lifeworks Advisors
Michigan
$1.09M
FA
3525
Fermata Advisors
California
$1.08M