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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
NRWA
4226
North Ridge Wealth Advisors
Oregon
$503K
NPI
4227
New Perspectives Inc
Mississippi
$501K
JCIA
4228
Jackson Creek Investment Advisors
Colorado
$500K
AFC
4229
Ares Financial Consulting
California
$500K
WWM
4230
WT Wealth Management
Arizona
$500K
PBF
4231
Petix & Botte Financial
California
$499K
TPF
4232
Tribridge Partners Financial
Maryland
$498K
GAMC
4233
Garner Asset Management Corp
Texas
$498K
PVAMC
4234
PPS&V Asset Management Consultants
Michigan
$497K
JRFS
4235
James Reed Financial Services
Ohio
$495K
SPW
4236
Stillwater Private Wealth
Pennsylvania
$495K
CMBA
4237
C.M. Bidwell & Associates
Hawaii
$494K
BMCM
4238
Burns Matteson Capital Management
New York
$493K
FFG
4239
Forum Finance Group
$493K
AIFAIM
4240
American Institute for Advanced Investment Management
Arizona
$493K
CA
4241
Cache Advisors
California
$493K
RAM
4242
Riggs Asset Management
Pennsylvania
$492K
OWM
4243
Omnitrust Wealth Management
Florida
$492K
EWA
4244
Encompass Wealth Advisors
Oregon
$492K
GCP
4245
Gill Capital Partners
Colorado
$492K
EMC
4246
Everest Management Corp
California
$491K
AWA
4247
ARQ Wealth Advisors
Arizona
$489K
KC
4248
Kinloch Capital
Virginia
$489K
BFM
4249
Boothbay Fund Management
New York
$488K
PCMH
4250
Polymer Capital Management (HK)
Hong Kong
$488K