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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
ADBIC
3651
A.D. Beadell Investment Counsel
Wisconsin
$947K
WAM
3652
Wallington Asset Management
Indiana
$947K
SM
3653
Salzhauer Michael
$946K
NWM
3654
Nova Wealth Management
Florida
$945K
NPPM
3655
North Point Portfolio Managers
Ohio
$945K
WFM
3656
Wolff Financial Management
Michigan
$944K
WFA
3657
WestHill Financial Advisors
California
$942K
FCM
3658
Fortis Capital Management
Washington
$942K
IA
3659
Invested Advisors
Pennsylvania
$941K
WFC
3660
Western Financial Corp
California
$940K
VFP
3661
Verus Financial Partners
Virginia
$940K
LWM
3662
Lionshead Wealth Management
New York
$939K
LC
3663
Lawood & Co
Pennsylvania
$939K
THL
3664
Tillman Hartley LLC
Colorado
$937K
AG
3665
AmeriFlex Group
Nevada
$937K
OAM
3666
Oberweis Asset Management
Illinois
$936K
FA
3667
Fiducient Advisors
Illinois
$936K
CFO
3668
Collective Family Office
Pennsylvania
$935K
CFM
3669
Cornerstone Financial Management
Massachusetts
$934K
EW
3670
Expressive Wealth
Illinois
$934K
CP
3671
Creekside Partners
California
$933K
AF
3672
Atala Financial
California
$929K
IAS
3673
Integrity Advisory Solutions
Texas
$928K
IIM
3674
Ironwood Investment Management
Massachusetts
$928K
WS
3675
Wilian Securities
Minnesota
$928K