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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
SCP
3551
Sivia Capital Partners
California
$1.04M
WCM
3552
Washington Capital Management
Washington
$1.04M
KPWG
3553
KFA Private Wealth Group
Virginia
$1.04M
PA
3554
Persium Advisors
Georgia
$1.04M
PC
3555
Port Capital
Illinois
$1.04M
SCA
3556
Strathmore Capital Advisors
North Carolina
$1.04M
Fuller & Thaler Asset Management
3557
Fuller & Thaler Asset Management
California
$1.04M
IP
3558
Isthmus Partners
Wisconsin
$1.03M
GW
3559
Griffith & Werner
Georgia
$1.03M
HPC
3560
Hobart Private Capital
North Carolina
$1.03M
C1AG
3561
Client 1st Advisory Group
Florida
$1.03M
HNWA
3562
Henrickson Nauta Wealth Advisors
Michigan
$1.03M
PP
3563
Postrock Partners
Oregon
$1.03M
OWG
3564
Oxford Wealth Group
Florida
$1.03M
WI
3565
WJ Interests
Texas
$1.03M
IPA
3566
Investment Planning Advisors
Georgia
$1.03M
AWM
3567
Ariadne Wealth Management
California
$1.03M
MCA
3568
Millennium Capital Advisors
Arkansas
$1.02M
SPP
3569
Single Point Partners
Massachusetts
$1.02M
LIA
3570
LifePlan Investment Advisors
North Carolina
$1.02M
IFU
3571
iSAM Funds (UK)
United Kingdom
$1.02M
FCM
3572
Firestone Capital Management
Florida
$1.02M
BDLIB
3573
Banque de Luxembourg Investments (BLI)
Luxembourg
$1.02M
FC
3574
FORA Capital
Florida
$1.02M
QPW
3575
Quantum Private Wealth
Florida
$1.01M