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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
RA
3801
Riverstone Advisors
Texas
$804K
PS
3802
Planned Solutions
California
$804K
BCMLT
3803
Beacon Capital Management LLC (Tennessee)
Tennessee
$802K
FSA
3804
Financial Security Advisor
Virginia
$802K
PC
3805
PCB Capital
New Jersey
$802K
AWA
3806
Aletheian Wealth Advisors
Washington
$802K
IRC
3807
Investors Research Corp
Georgia
$801K
WF
3808
WealthPoint Financial
North Carolina
$800K
EIM
3809
Essex Investment Management
Massachusetts
$800K
SIM
3810
SSI Investment Management
California
$799K
PCM
3811
Pennsylvania Capital Management
Pennsylvania
$799K
EC
3812
Elequin Capital
New York
$797K
DCBT
3813
Dakota Community Bank & Trust
North Dakota
$796K
MWM
3814
Melfa Wealth Management
Massachusetts
$796K
WLIM
3815
White Lighthouse Investment Management
Massachusetts
$796K
CFG
3816
Copley Financial Group
California
$794K
RCA
3817
Riverview Capital Advisers
Massachusetts
$793K
PCM
3818
Prelude Capital Management
New York
$792K
AA
3819
Acorns Advisers
California
$792K
CIA
3820
Cascade Investment Advisors
Oregon
$792K
WFPG
3821
Waller Financial Planning Group
Ohio
$790K
IIA
3822
ICW Investment Advisors
Arizona
$789K
GSIS
3823
Global Strategic Investment Solutions
Arizona
$789K
SPA
3824
Sound Portfolio Advisors
Connecticut
$787K
GHA
3825
Good Harbor Advisors
Massachusetts
$787K