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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
WI
4126
WBI Investments
New Jersey
$569K
CFCS
4127
CDM Financial Counseling Services
Connecticut
$569K
LCC
4128
Lincoln Capital Corp
Rhode Island
$566K
ESC
4129
Eurizon SLJ Capital
$565K
SFC
4130
Sprinkle Financial Consultants
Colorado
$565K
BCM
4131
Banyan Capital Management
Georgia
$565K
VAM
4132
Verity Asset Management
North Carolina
$564K
WP
4133
Wealthspan Partners
Iowa
$563K
JAA
4134
Joel Adams & Associates
North Carolina
$559K
FWMM
4135
Foundation Wealth Management (Missouri)
Missouri
$558K
HIS
4136
Horizon Investment Services
Indiana
$557K
RIM
4137
Rockbridge Investment Management
New York
$557K
ICM
4138
Intrepid Capital Management
Florida
$557K
EF
4139
Exeter Financial
Arizona
$556K
LFGO
4140
Legacy Financial Group (Oklahoma)
Oklahoma
$555K
GAFA
4141
Garton & Associates Financial Advisors
Kentucky
$555K
HWM
4142
HFR Wealth Management
New York
$555K
WA
4143
Walsh & Associates
Florida
$555K
HA
4144
Hegarty Advisors
New York
$554K
SWM
4145
Selective Wealth Management
Virginia
$553K
GT
4146
GreatBanc Trust
Illinois
$551K
CWM
4147
Consultiva Wealth Management
Puerto Rico
$551K
CB
4148
Cooke & Bieler
Pennsylvania
$551K
TBWA
4149
Three Bridge Wealth Advisors
California
$550K
RFP
4150
Roth Financial Partners
Texas
$549K