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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
API
3776
Asset Planning Inc
California
$830K
CW
3777
Code Waechter
Florida
$830K
KBG
3778
Kahn Brothers Group
New York
$829K
CP
3779
Castleview Partners
Texas
$829K
KAM
3780
KEB Asset Management
Illinois
$828K
WCM
3781
Wedge Capital Management
North Carolina
$827K
PCP
3782
Perbak Capital Partners
United Kingdom
$827K
ACM
3783
Alessandra Capital Management
California
$827K
FZCM
3784
Flynn Zito Capital Management
New York
$824K
BAM
3785
Broyhill Asset Management
North Carolina
$822K
SIA
3786
Sovereign Investment Advisors
Arizona
$821K
RFA
3787
Reyes Financial Architecture
California
$819K
MPCL
3788
My Personal CFO LLC
Washington
$819K
SWM
3789
Stronghold Wealth Management
Florida
$818K
CCC
3790
Compass Capital Corp
Massachusetts
$816K
GB
3791
Goepper Burkhardt
South Carolina
$814K
ELM
3792
Elite Life Management
Florida
$813K
DCM
3793
DGS Capital Management
New Jersey
$813K
AFG
3794
Arkansas Financial Group
Arkansas
$812K
AFA
3795
Allium Financial Advisors
Oregon
$811K
VC
3796
Veery Capital
Delaware
$811K
PFG
3797
Putney Financial Group
California
$811K
BAWM
3798
Bennett Associates Wealth Management
Pennsylvania
$810K
PCM
3799
Payne Capital Management
New York
$810K
CWM
3800
Cahaba Wealth Management
Georgia
$810K