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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
AIM
3801
Arcadia Investment Management
Michigan
$810K
HI
3802
Harrington Investments
California
$808K
BFS
3803
Burkett Financial Services
South Carolina
$807K
EBA
3804
Eagle Bay Advisors
New York
$807K
FWP
3805
Flatrock Wealth Partners
California
$806K
RA
3806
Riverstone Advisors
Texas
$804K
PS
3807
Planned Solutions
California
$804K
BCMLT
3808
Beacon Capital Management LLC (Tennessee)
Tennessee
$802K
FSA
3809
Financial Security Advisor
Virginia
$802K
PC
3810
PCB Capital
New Jersey
$802K
AWA
3811
Aletheian Wealth Advisors
Washington
$802K
IRC
3812
Investors Research Corp
Georgia
$801K
EIM
3813
Essex Investment Management
Massachusetts
$800K
SIM
3814
SSI Investment Management
California
$799K
PCM
3815
Pennsylvania Capital Management
Pennsylvania
$799K
EC
3816
Elequin Capital
New York
$797K
DCBT
3817
Dakota Community Bank & Trust
North Dakota
$796K
MWM
3818
Melfa Wealth Management
Massachusetts
$796K
WLIM
3819
White Lighthouse Investment Management
Massachusetts
$796K
CFG
3820
Copley Financial Group
California
$794K
RCA
3821
Riverview Capital Advisers
Massachusetts
$793K
PCM
3822
Prelude Capital Management
New York
$792K
AA
3823
Acorns Advisers
California
$792K
CIA
3824
Cascade Investment Advisors
Oregon
$792K
WFPG
3825
Waller Financial Planning Group
Ohio
$790K