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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
HP
3751
Havemeyer Place
Connecticut
$848K
PAG
3752
Paladin Advisory Group
Iowa
$846K
HCP
3753
Holt Capital Partners
Texas
$846K
KWA
3754
Kellett Wealth Advisors
Ohio
$846K
OCM
3755
Objective Capital Management
Ohio
$846K
SC
3756
Saturna Capital
Washington
$845K
AWM
3757
Allen Wealth Management
North Carolina
$843K
SWG
3758
Summit Wealth Group
Vermont
$843K
MF
3759
Meridian Financial
Massachusetts
$842K
OAS
3760
Optivise Advisory Services
Tennessee
$841K
AFWM
3761
AMJ Financial Wealth Management
Virginia
$838K
CFGA
3762
Cambridge Financial Group (Arizona)
Arizona
$838K
QWM
3763
QP Wealth Management
New Jersey
$837K
KFAS
3764
Keating Financial Advisory Services
Kansas
$837K
CL
3765
CLG LLC
California
$834K
TA
3766
TCM Advisors
West Virginia
$833K
KFA
3767
Krane Funds Advisors
New York
$832K
MWP
3768
Meridian Wealth Partners
Pennsylvania
$832K
POIA
3769
Pin Oak Investment Advisors
Texas
$831K
LWA
3770
Legacy Wealth Advisors
Florida
$830K
API
3771
Asset Planning Inc
California
$830K
CW
3772
Code Waechter
Florida
$830K
KBG
3773
Kahn Brothers Group
New York
$829K
CP
3774
Castleview Partners
Texas
$829K
KAM
3775
KEB Asset Management
Illinois
$828K