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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
JCM
4426
J2 Capital Management
Michigan
$396K
SG
4427
Sankala Group
Colorado
$395K
VPF
4428
Vantage Point Financial
Illinois
$395K
TCM
4429
Traub Capital Management
Massachusetts
$395K
MWA
4430
Monograph Wealth Advisors
California
$393K
VFS
4431
Valpey Financial Services
New Hampshire
$391K
LAMC
4432
Longview Asset Management (California)
California
$391K
TWM
4433
Tumwater Wealth Management
Idaho
$390K
LKBC
4434
L.K. Benson & Company
Maryland
$390K
VR
4435
Valued Retirements
Texas
$388K
EW
4436
Enzi Wealth
Texas
$388K
FPN
4437
Financial Planning Navigators
Minnesota
$386K
RCM
4438
Richardson Capital Management
Wisconsin
$385K
HWA
4439
Hilltop Wealth Advisors
North Carolina
$385K
PPWM
4440
Perissos Private Wealth Management
Oklahoma
$384K
KFG
4441
Kelly Financial Group
Connecticut
$384K
LGW
4442
Leslie Global Wealth
Illinois
$383K
PCC
4443
Park Circle Company
Maryland
$382K
SCM
4444
Sage Capital Management
New Jersey
$382K
AFAS
4445
Acorn Financial Advisory Services
Virginia
$381K
CFP
4446
Curran Financial Partners
South Carolina
$381K
RPA
4447
Rock Point Advisors
Vermont
$379K
WFA
4448
Websterrogers Financial Advisors
South Carolina
$379K
MSF
4449
Mustard Seed Financial
Arkansas
$379K
MCM
4450
MontVue Capital Management
Virginia
$378K