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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
KG
4951
Kilter Group
New York
$121K
RTL
4952
Red Tortoise LLC
Georgia
$121K
OCM
4953
Osbon Capital Management
Massachusetts
$120K
AF
4954
Abound Financial
California
$116K
BFS
4955
Bare Financial Services
Pennsylvania
$115K
SWA
4956
Strategic Wealth Advisors
Arizona
$114K
PP
4957
Paladin Partners
Wisconsin
$113K
FCG
4958
Financial Connections Group
California
$113K
FGAM
4959
Financial Gravity Asset Management
Texas
$112K
VERPA
4960
Virginia Estate & Retirement Planning Advisors
Virginia
$112K
RFL
4961
Robinswood Financial LLC
Washington
$111K
PP
4962
Pingora Partners
Wyoming
$110K
MSG
4963
Main Street Group
Virginia
$110K
RF
4964
Robbins Farley
New Hampshire
$101K
KCM
4965
Key Capital Management
Tennessee
$99.1K
SR
4966
Swiss Re
Switzerland
$98.2K
NL
4967
NorthAvenue LLC
Ohio
$98K
MCA
4968
Midwest Capital Advisors
Michigan
$95.7K
VEA
4969
Virtus ETF Advisers
New York
$95.3K
SFCL
4970
Strengthening Families & Communities LLC
Massachusetts
$93.4K
RWS
4971
Retirement Wealth Solutions
Wisconsin
$91.7K
EFMH
4972
E Fund Management (HK)
Hong Kong
$91.2K
MWA
4973
Merkkuri Wealth Advisors
New York
$91.1K
MBFW
4974
Morton Brown Family Wealth
Pennsylvania
$87.1K
APW
4975
Acima Private Wealth
Virginia
$87.1K