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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
TP
4101
Thayer Partners
Pennsylvania
$587K
ORAM
4102
One River Asset Management
Connecticut
$586K
SFP
4103
Sterling Financial Planning
New Jersey
$584K
SA
4104
Sonoma Allocations
California
$584K
WW
4105
Westshore Wealth
California
$584K
HFW
4106
Horizon Family Wealth
Illinois
$583K
KNFPWM
4107
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$583K
CFP
4108
Comprehensive Financial Planning
Pennsylvania
$582K
RFG
4109
REAP Financial Group
Texas
$582K
DP
4110
Denver PWM
Colorado
$580K
RHJA
4111
Rice Hall James & Associates
California
$579K
KA
4112
Kearns & Associates
California
$579K
MSWM
4113
Master's Wealth Management
Pennsylvania
$578K
MAMG
4114
Milestone Asset Management Group
Connecticut
$578K
PSP
4115
Pacific Sage Partners
Washington
$578K
BWA
4116
Bestgate Wealth Advisors
Maryland
$578K
CW
4117
Cedarwood Wealth
Colorado
$578K
JIG
4118
Junk Investment Group
Maryland
$577K
SA
4119
Stewardship Advisors
Pennsylvania
$577K
AFS
4120
Anderson Financial Strategies
Ohio
$576K
BBWP
4121
Beacon Bridge Wealth Partners
Pennsylvania
$574K
TIM
4122
Thornburg Investment Management
New Mexico
$573K
TFA
4123
Toth Financial Advisory
Virginia
$573K
SCFS
4124
Stewardship Concepts Financial Services
Washington
$572K
BIG
4125
Builder Investment Group
Georgia
$572K