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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
KCIC
3701
Kuhn & Co Investment Counsel
Illinois
$905K
FFWM
3702
Future Financial Wealth Management
Ohio
$904K
RMC
3703
Ring Mountain Capital
California
$904K
ANBOT
3704
American National Bank of Texas
Texas
$901K
WSWA
3705
Warren Street Wealth Advisors
California
$900K
GMFG
3706
Greater Midwest Financial Group
Minnesota
$898K
EFG
3707
Ehrlich Financial Group
California
$897K
LFA
3708
Laraway Financial Advisors
Minnesota
$896K
EWM
3709
Elevation Wealth Management
Minnesota
$896K
WSFG
3710
Wall Street Financial Group
Illinois
$895K
LHP
3711
Lexington Hill Partners
Texas
$894K
MJRIC
3712
Mogy Joel R Investment Counsel
California
$894K
WFS
3713
WealthGarden F.S.
California
$894K
ACA
3714
American Capital Advisory
Idaho
$893K
EPW
3715
Endeavor Private Wealth
Kansas
$893K
JLBC
3716
J.L. Bainbridge & Co
Florida
$893K
CCP
3717
Carmel Capital Partners
California
$893K
DCM
3718
Driehaus Capital Management
Illinois
$892K
IAG
3719
Investmark Advisory Group
Connecticut
$892K
SPW
3720
Signet Private Wealth
Illinois
$892K
B
3721
Bayban
Minnesota
$891K
FA
3722
Fountainhead AM
New Jersey
$890K
SPWM
3723
Spartan Planning & Wealth Management
North Carolina
$886K
SP
3724
Successful Portfolios
Florida
$884K
IFA
3725
Index Fund Advisors
California
$882K