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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
CFO
3976
Capitol Family Office
Oregon
$690K
ACM
3977
Aster Capital Management
United Arab Emirates
$689K
CFS
3978
Coordinated Financial Services
Colorado
$689K
6SA
3979
6th Street Advisors
Alabama
$687K
IA
3980
IMZ Advisory
Florida
$687K
CCA
3981
Corps Capital Advisors
Texas
$685K
GPW
3982
Gentry Private Wealth
Kansas
$684K
MAP
3983
Moody Aldrich Partners
Massachusetts
$684K
ASG
3984
Ariston Services Group
California
$683K
E
3985
Entelevest
Florida
$682K
AI
3986
AXS Investments
New York
$682K
WWMP
3987
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$681K
SCI
3988
Silver Coast Investments
United States
$681K
CCMG
3989
Connecticut Capital Management Group
Connecticut
$680K
OIS
3990
OneAscent Investment Solutions
Alabama
$679K
VAF
3991
Values Added Financial
District of Columbia
$679K
AIS
3992
American Investment Services
Massachusetts
$677K
SFG
3993
SNS Financial Group
Minnesota
$676K
OCG
3994
Opus Capital Group
Ohio
$676K
RC
3995
Rexford Capital
Texas
$675K
DF
3996
Dunhill Financial
United Kingdom
$674K
4A
3997
4Wealth Advisors
Illinois
$674K
Blackstone Inc
3998
Blackstone Inc
New York
$673K
PI
3999
Pachira Investments
California
$673K
SIMC
4000
Squire Investment Management Company
Utah
$672K