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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
IVP
4076
Intrinsic Value Partners
Arizona
$598K
WI
4077
Wedgewood Investors
Pennsylvania
$597K
LAM
4078
Lakewood Asset Management
Illinois
$596K
IFO
4079
Independent Family Office
New York
$596K
JE
4080
Jacobs Equity
Utah
$594K
RWMG
4081
Redwood Wealth Management Group
New Jersey
$594K
SO
4082
Sierra Ocean
California
$593K
AC
4083
AWM Capital
Arizona
$593K
OFP
4084
OLIO Financial Planning
Virginia
$593K
MBI
4085
May Barnhard Investments
Maryland
$592K
WFS
4086
Widmann Financial Services
Maryland
$592K
AR
4087
Apeiron RIA
Texas
$591K
CWA
4088
Cura Wealth Advisors
Illinois
$590K
FCMA
4089
Foresight Capital Management Advisors
Michigan
$589K
WWA
4090
Wealth Watch Advisors
Colorado
$589K
ATFA
4091
All Terrain Financial Advisors
Minnesota
$589K
BCM
4092
Brooktree Capital Management
Michigan
$588K
BOA
4093
Birnam Oak Advisors
New York
$588K
BAG
4094
Bauman Advisory Group
Nevada
$587K
TP
4095
Thayer Partners
Pennsylvania
$587K
ORAM
4096
One River Asset Management
Connecticut
$586K
SFP
4097
Sterling Financial Planning
New Jersey
$584K
SA
4098
Sonoma Allocations
California
$584K
WW
4099
Westshore Wealth
California
$584K
HFW
4100
Horizon Family Wealth
Illinois
$583K