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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
HA
4451
Heartland Advisors
Wisconsin
$378K
GC
4452
Gibson Capital
Pennsylvania
$377K
CPA
4453
Cathy Pareto & Associates
Florida
$377K
BNA
4454
BankChampaign National Association
Illinois
$376K
AAS
4455
AdviceOne Advisory Services
Connecticut
$376K
ZWA
4456
Zinnia Wealth Advisory
Florida
$375K
HI
4457
Human Investing
Oregon
$375K
AFS
4458
Axiom Financial Strategies
Indiana
$374K
STCOSD
4459
Sageworth Trust Company of South Dakota
South Dakota
$373K
CWMA
4460
Capstone Wealth Management (Alabama)
Alabama
$373K
LA
4461
Lakeside Advisors
Washington
$373K
HWMT
4462
Heritage Wealth Management (Texas)
Texas
$372K
W
4463
WPWealth
Texas
$372K
MLFP
4464
MPS Loria Financial Planners
Illinois
$372K
ORI
4465
Oak Ridge Investments
Illinois
$372K
AWA
4466
AmeriServ Wealth Advisors
Pennsylvania
$372K
BA
4467
Ballew Advisors
Mississippi
$371K
RWA
4468
Reicon Wealth Advisors
Georgia
$371K
CH
4469
CDKV Holdings
Colorado
$371K
CCM
4470
Colorado Capital Management
Colorado
$371K
LAM
4471
Lifestyle Asset Management
Texas
$368K
WA
4472
Winter & Associates
Minnesota
$368K
SHJ
4473
Sharkey, Howes & Javer
Colorado
$367K
AWP
4474
Accretive Wealth Partners
New Jersey
$365K
SPA
4475
Sentinel Pension Advisors
Massachusetts
$365K