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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
JBA
4851
Johnson Bixby & Associates
Washington
$222K
MAM
4852
Marquette Asset Management
Minnesota
$221K
CISOA
4853
Capital Investment Services of America
Wisconsin
$221K
CEI
4854
Clark Estates Inc
New York
$221K
PWS
4855
Proactive Wealth Strategies
Georgia
$220K
PIA
4856
Petredis Investment Advisors
Pennsylvania
$220K
GWM
4857
Grand Wealth Management
Michigan
$219K
MAV
4858
Mason & Associates (Virginia)
Virginia
$219K
KRW
4859
Kaufman Rossin Wealth
Florida
$219K
OWCM
4860
One Wealth Capital Management
Arizona
$218K
CCAL
4861
City Center Advisors LLC
Michigan
$218K
GCM
4862
Gator Capital Management
Florida
$218K
ECAM
4863
East Coast Asset Management
Massachusetts
$217K
LBC
4864
Lane Brothers & Co
Arizona
$217K
RWP
4865
Ridgeline Wealth Planning
Ohio
$217K
UFPG
4866
United Financial Planning Group
New York
$217K
MPW
4867
MA Private Wealth
California
$217K
WCM
4868
Westend Capital Management
California
$217K
AWA
4869
Argo Wealth Advisory
Virginia
$216K
CCM
4870
Chaney Capital Management
Washington
$216K
FWWM
4871
Fiscal Wisdom Wealth Management
Connecticut
$214K
BC
4872
Brio Consultants
California
$214K
WPA
4873
Wealth Preservation Advisors
Tennessee
$214K
IP
4874
Integras Partners
Georgia
$214K
PFS
4875
Professional Financial Solutions
Virginia
$214K