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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
BCM
4926
Basso Capital Management
Connecticut
$178K
FNWA
4927
Financial Network Wealth Advisors
Utah
$178K
WA
4928
Whipplewood Advisors
Colorado
$177K
AIS
4929
Advocate Investing Services
Maryland
$176K
T
4930
TOBAM
France
$170K
SFO
4931
Standard Family Office
South Dakota
$169K
SAM
4932
Sherman Asset Management
California
$168K
WFA
4933
West Financial Advisors
Iowa
$166K
CWM
4934
Copia Wealth Management
Oregon
$166K
HCM
4935
Horrell Capital Management
Arkansas
$161K
DCM
4936
Davis Capital Management
Florida
$150K
BH
4937
Burk Holdings
Oklahoma
$146K
MFT
4938
Moisand Fitzgerald Tamayo
Florida
$146K
IUHSA
4939
Itau Unibanco Holding S.A.
Brazil
$142K
CW
4940
Curio Wealth
Maryland
$141K
CCA
4941
Catalyst Capital Advisors
New York
$140K
SVWA
4942
Sarver Vrooman Wealth Advisors
Missouri
$137K
KI
4943
Keewaydin Investments
New York
$136K
CMA
4944
Cedar Mountain Advisors
Oregon
$132K
EA
4945
Evergreen Advisors
Tennessee
$129K
MWA
4946
Miller Wealth Advisors
Colorado
$126K
ICM
4947
Islay Capital Management
Texas
$125K
DPW
4948
DiNuzzo Private Wealth
Pennsylvania
$124K
PL
4949
Protective Life
Alabama
$123K
MAM
4950
Meeder Asset Management
Ohio
$123K