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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
FAM
4901
Forte Asset Management
New York
$206K
SPWM
4902
Smith Partners Wealth Management
North Carolina
$206K
LSL
4903
Legacy Solutions LLC
Pennsylvania
$206K
FCMC
4904
Founders Capital Management (Connecticut)
Connecticut
$206K
SG
4905
Somerset Group
Minnesota
$205K
PFA
4906
Peak Financial Advisors
Colorado
$204K
SFP
4907
Strategic Financial Partners
Oregon
$204K
AWM
4908
AAF Wealth Management
Massachusetts
$204K
CWM
4909
Cedar Wealth Management
California
$204K
SRCM
4910
Signature Resources Capital Management
California
$203K
PWA
4911
Provenance Wealth Advisors
Florida
$202K
ODFS
4912
O'Donnell Financial Services
California
$202K
BI
4913
Breachway Investments
Rhode Island
$202K
CIM
4914
Confluence Investment Management
Missouri
$202K
MFF
4915
Michels Family Financial
Texas
$201K
TGIA
4916
Torrey Growth & Income Advisors
California
$200K
SWM
4917
Salvus Wealth Management
New Jersey
$200K
HCP
4918
Hamilton Capital Partners
Georgia
$200K
PCM
4919
Passive Capital Management
Maryland
$200K
CCMI
4920
Creative Capital Management Investments
California
$195K
RF
4921
RetireMitten Financial
Michigan
$192K
EA
4922
Evolution Advisers
Virginia
$191K
MUMSS
4923
Mitsubishi UFJ Morgan Stanley Securities
Japan
$189K
AF
4924
Align Financial
Minnesota
$187K
TCM
4925
TD Capital Management
Tennessee
$186K