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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
EI
4326
EDMP Inc
Florida
$455K
APW
4327
Axim Planning & Wealth
Ohio
$454K
WMN
4328
Wealth Management Nebraska
Nebraska
$451K
LF
4329
Lighthouse Financial
Florida
$450K
FDS
4330
Freedom Day Solutions
Texas
$449K
IW
4331
Instrumental Wealth
Florida
$449K
SWM
4332
SFG Wealth Management
Maryland
$447K
KCAM
4333
Kagan Cocozza Asset Management
New Jersey
$446K
BDPWM
4334
Barnes Dennig Private Wealth Management
Ohio
$445K
KIA
4335
Kraematon Investment Advisors
Massachusetts
$444K
JPLA
4336
Joseph P. Lucia & Associates
New York
$444K
PF
4337
Prota Financial
Texas
$444K
RCI
4338
RS Crum Inc
California
$443K
PFA
4339
Pathway Financial Advisors
Vermont
$443K
CWM
4340
ClientFirst Wealth Management
Arkansas
$442K
MFS
4341
Madrona Financial Services
Washington
$442K
MA
4342
Mezzasalma Advisors
New Jersey
$441K
HP
4343
Highlander Partners
Texas
$441K
SAM
4344
Stembrook Asset Management
New Jersey
$441K
GC
4345
Gruss & Co
Florida
$441K
NA
4346
Nottingham Advisors
New York
$441K
MPPW
4347
Mitchell & Pahl Private Wealth
Oklahoma
$441K
MJFG
4348
Mars Jewett Financial Group
Washington
$440K
CCA
4349
Cottonwood Capital Advisors
Utah
$440K
HIM
4350
Harbour Investment Management
Washington
$440K