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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
AV
4626
Aspiring Ventures
Ohio
$296K
GJIA
4627
Glass Jacobson Investment Advisors
Maryland
$296K
PCA
4628
Private Capital Advisors
Connecticut
$296K
PP
4629
PFS Partners
New Jersey
$296K
PC
4630
Purewater Capital
Texas
$295K
OA
4631
Oxbow Advisors
Texas
$295K
NAMM
4632
NorthStar Asset Management (Massachusetts)
Massachusetts
$295K
DWM
4633
Daner Wealth Management
Georgia
$295K
CA
4634
Cumberland Advisors
Florida
$294K
UWM
4635
USAdvisors Wealth Management
Minnesota
$294K
CMP
4636
Coston McIsaac & Partners
Maine
$294K
VWM
4637
Vermillion Wealth Management
Minnesota
$293K
AFS
4638
AFG Fiduciary Services
Massachusetts
$293K
HWM
4639
HRC Wealth Management
Idaho
$293K
MA
4640
McGrath & Associates
North Carolina
$293K
SF
4641
SWP Financial
California
$293K
FWSM
4642
First Wilshire Securities Management
California
$292K
DQRIM
4643
Dale Q Rice Investment Management
Washington
$292K
AA
4644
Advisory Advocates
Michigan
$292K
RIG
4645
Renaissance Investment Group
Massachusetts
$292K
KOC
4646
Koss-Olinger Consulting
Florida
$291K
MSWA
4647
Marshall & Sterling Wealth Advisors
New York
$290K
ZAM
4648
Zevin Asset Management
Massachusetts
$290K
W
4649
WealthCollab
Washington
$290K
OFG
4650
Opulen Financial Group
Virginia
$290K