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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
TA
3901
Tactive Advisors
Florida
$740K
PAW
3902
Plan A Wealth
Nebraska
$737K
NIWA
3903
New Insight Wealth Advisors
California
$736K
EWA
3904
Eagle Wealth Advisors
Connecticut
$736K
SCA
3905
Sassicaia Capital Advisers
New York
$735K
MPAM
3906
Murphy Pohlad Asset Management
Minnesota
$735K
BI
3907
Bramshill Investments
Florida
$735K
CIAS
3908
CBIZ Investment Advisory Services
Ohio
$735K
STB
3909
S&T Bank
Pennsylvania
$735K
CFG
3910
Carter Financial Group
Illinois
$735K
BRA
3911
Bender Robert & Associates
California
$734K
AL
3912
Arnhold LLC
New York
$733K
KFS
3913
Kaizen Financial Strategies
California
$733K
FI
3914
Financial Insights
Washington
$732K
WWC
3915
Waypoint Wealth Counsel
Georgia
$731K
CTC
3916
Corundum Trust Company
South Dakota
$728K
TA
3917
TFB Advisors
Kansas
$727K
DFG
3918
Dupree Financial Group
Kentucky
$727K
SL
3919
StoryOne LLC
Kansas
$727K
WAM
3920
Walker Asset Management
Missouri
$727K
LIP
3921
Lynch Investment Planning
Pennsylvania
$726K
WMA
3922
William Mack & Associates
Michigan
$726K
XPN
3923
XY Planning Network
Montana
$726K
PCP
3924
Panoramic Capital Partners
Oregon
$725K
FWM
3925
Foguth Wealth Management
Michigan
$724K