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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
RFPS
4576
Reality Financial Planning Services
Florida
$324K
ARG
4577
Advisory Resource Group
Oklahoma
$324K
PIA
4578
Panoramic Investment Advisors
Colorado
$324K
MFA
4579
McClarren Financial Advisors
Pennsylvania
$323K
AWP
4580
Astra Wealth Partners
New Jersey
$323K
MCG
4581
McCollum Christoferson Group
New York
$323K
CCA
4582
Conservest Capital Advisors
Pennsylvania
$323K
EA
4583
Ellsworth Advisors
Ohio
$322K
RCP
4584
Roan Capital Partners
Tennessee
$322K
WCP
4585
Wick Capital Partners
Pennsylvania
$321K
NOI
4586
Newton One Investments
Delaware
$321K
I
4587
IMPACTfolio
Colorado
$320K
TFS
4588
truNorth Financial Services
Pennsylvania
$320K
CAM
4589
Capital Asset Management
Colorado
$320K
CA
4590
Claris Advisors
Missouri
$320K
MW
4591
Members Wealth
Pennsylvania
$319K
EIP
4592
Ellis Investment Partners
Pennsylvania
$318K
ACM
4593
Aurdan Capital Management
Pennsylvania
$318K
SFSG
4594
Sound Financial Strategies Group
Mississippi
$317K
PA
4595
Prossimo Advisors
California
$317K
LFG
4596
Lockerman Financial Group
California
$316K
VWM
4597
Verus Wealth Management
Wisconsin
$315K
NLA
4598
Northern Lights Advisors
Washington
$315K
SIM
4599
Synergy Investment Management
Florida
$314K
EP
4600
EPIQ Partners
Minnesota
$314K