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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
WCM
3776
Wedge Capital Management
North Carolina
$827K
PCP
3777
Perbak Capital Partners
United Kingdom
$827K
ACM
3778
Alessandra Capital Management
California
$827K
FZCM
3779
Flynn Zito Capital Management
New York
$824K
BAM
3780
Broyhill Asset Management
North Carolina
$822K
SIA
3781
Sovereign Investment Advisors
Arizona
$821K
RFA
3782
Reyes Financial Architecture
California
$819K
MPCL
3783
My Personal CFO LLC
Washington
$819K
SWM
3784
Stronghold Wealth Management
Florida
$818K
CCC
3785
Compass Capital Corp
Massachusetts
$816K
GB
3786
Goepper Burkhardt
South Carolina
$814K
ELM
3787
Elite Life Management
Florida
$813K
DCM
3788
DGS Capital Management
New Jersey
$813K
AFG
3789
Arkansas Financial Group
Arkansas
$812K
AFA
3790
Allium Financial Advisors
Oregon
$811K
VC
3791
Veery Capital
Delaware
$811K
PFG
3792
Putney Financial Group
California
$811K
BAWM
3793
Bennett Associates Wealth Management
Pennsylvania
$810K
PCM
3794
Payne Capital Management
New York
$810K
CWM
3795
Cahaba Wealth Management
Georgia
$810K
AIM
3796
Arcadia Investment Management
Michigan
$810K
HI
3797
Harrington Investments
California
$808K
BFS
3798
Burkett Financial Services
South Carolina
$807K
EBA
3799
Eagle Bay Advisors
New York
$807K
FWP
3800
Flatrock Wealth Partners
California
$806K