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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
EA
4026
Efficient Advisors
Ohio
$651K
CFG
4027
Compton Financial Group
Maryland
$651K
QCIG
4028
Quad-Cities Investment Group
Iowa
$650K
RPGNY
4029
Retirement Planning Group (New York)
New York
$650K
SCP
4030
Stevens Capital Partners
Nebraska
$650K
SCA
4031
Southern Capital Advisors
Tennessee
$650K
CYG
4032
Clean Yield Group
Vermont
$650K
PWMG
4033
Private Wealth Management Group
New Jersey
$649K
Axa
4034
Axa
France
$649K
S
4035
Sachetta
Massachusetts
$648K
CWMGO
4036
Capstone Wealth Management Group (Oregon)
Oregon
$648K
BGAI
4037
Bruce G. Allen Investments
Colorado
$648K
TWD
4038
True Wealth Design
Ohio
$648K
SIM
4039
Sterling Investment Management
Arizona
$647K
AF
4040
ASL Financial
California
$646K
MFS
4041
McNamara Financial Services
Massachusetts
$645K
DWM
4042
Darwin Wealth Management
Florida
$642K
VFP
4043
Vilga Financial Planning
New Jersey
$642K
DWS
4044
Dynamic Wealth Strategies
California
$642K
OA
4045
Oceanside Advisors
South Carolina
$640K
RWRC
4046
R.W. Roge & Company
New York
$640K
SBWIC
4047
Schaper Benz & Wise Investment Counsel
Wisconsin
$640K
RSF
4048
Rik Saylor Financial
Ohio
$636K
RS
4049
R Squared
Hong Kong
$635K
TF
4050
Tenzing Financial
Virginia
$634K