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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
KCM
4701
Kennedy Capital Management
Missouri
$274K
SFAM
4702
Sawyer Falduto Asset Management
Illinois
$272K
WPWM
4703
Western Pacific Wealth Management
Illinois
$271K
LOAMU
4704
Lombard Odier Asset Management (USA)
New York
$271K
LAA
4705
Liberty Atlantic Advisors
Texas
$270K
AC
4706
Avant Capital
Louisiana
$270K
MF
4707
Manuka Financial
Virginia
$270K
NWA
4708
Northwest Wealth Advisors
Washington
$270K
CMMS
4709
Comprehensive Money Management Services
Florida
$270K
TNAM
4710
Terra Nova Asset Management
New York
$269K
MAA
4711
Mraz Amerine & Associates
California
$268K
GCM
4712
Gallacher Capital Management
Colorado
$268K
UI
4713
Unconventional Investor
New Hampshire
$268K
HCRE
4714
Hoya Capital Real Estate
Connecticut
$268K
HC
4715
Hoese & Co
Minnesota
$268K
CI
4716
Carroll Investors
South Carolina
$267K
EWA
4717
Exit Wealth Advisors
Georgia
$267K
GAM
4718
GEM Asset Management
Michigan
$267K
B
4719
BetterWealth
California
$266K
NLWP
4720
Next Level Wealth Planning
Idaho
$265K
EAM
4721
Everstar Asset Management
North Carolina
$265K
HPA
4722
High Probability Advisors
New York
$265K
TCOK
4723
Trust Company of Kansas
Kansas
$264K
BF
4724
Bonfire Financial
Colorado
$264K
GC
4725
GFG Capital
Florida
$263K