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JPMorgan Chase

5,034 hedge funds and large institutions have $572B invested in JPMorgan Chase in 2026 Q1 according to their latest regulatory filings, with 202 funds opening new positions, 2,110 increasing their positions, 2,266 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: 937789 (-148)

25% less call options, than puts

Call options by funds: $8.1B | Put options by funds: $10.8B

Holders
5,034
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
789
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
SCP
476
Seizert Capital Partners
Michigan
$66.2M
KIA
477
KCM Investment Advisors
California
$66.1M
TAM
478
Todd Asset Management
Kentucky
$65.9M
BF
479
BOK Financial
Oklahoma
$65.9M
MSR
480
Main Street Research
Connecticut
$65.8M
AP
481
Americana Partners
Texas
$65.7M
DWM
482
Dakota Wealth Management
Florida
$65.1M
BB
483
Busey Bank
Illinois
$64.9M
ZIC
484
ZWJ Investment Counsel
Georgia
$64.8M
AWM
485
Apollon Wealth Management
South Carolina
$64.4M
PWP
486
Perfromance Wealth Partners
Illinois
$63.6M
DWM
487
Destination Wealth Management
California
$63.5M
Squarepoint
488
Squarepoint
New York
$63.5M
GKIM
489
GW&K Investment Management
Massachusetts
$63.1M
AAP
490
Aristotle Atlantic Partners
Florida
$63.1M
MFAM
491
Motley Fool Asset Management
Virginia
$62.7M
BAAM
492
Baker Avenue Asset Management
California
$62.4M
MWM
493
Modera Wealth Management
New Jersey
$62.4M
FIA
494
Foundations Investment Advisors
Arizona
$62M
GIBU
495
Gulf International Bank (UK)
United Kingdom
$61.9M
CS
496
Cannell & Spears
New York
$61.5M
AI
497
Atria Investments
North Carolina
$61.4M
VLKIM
498
Van Lanschot Kempen Investment Management
Netherlands
$61.3M
KB
499
Kimelman & Baird
New York
$61.2M
CIC
500
Crawford Investment Counsel
Georgia
$60.5M