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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
TWM
4976
TopTier Wealth Management
Wisconsin
$72.7K
GCM
4977
Gunpowder Capital Management
Maryland
$72.1K
PJC
4978
Phillip James Consulting
Minnesota
$70K
DCM
4979
Disciplina Capital Management
Tennessee
$69.8K
CAM
4980
Clarity Asset Management
Iowa
$64.7K
PMIM
4981
Prudent Man Investment Management
Colorado
$62.5K
MGI
4982
Miller Global Investments
Texas
$62.1K
T2I
4983
Turim 21 Investimentos
Brazil
$61.8K
NECFA
4984
New England Capital Financial Advisors
Connecticut
$59.3K
NWS
4985
Nvest Wealth Strategies
Ohio
$57.7K
CI
4986
Clal Insurance
Israel
$56K
CF
4987
Collier Financial
Colorado
$55.9K
HIA
4988
HFM Investment Advisors
New Jersey
$55.9K
TCM
4989
Tanaka Capital Management
New York
$55K
SC
4990
Swan Capital
Florida
$53.7K
CG
4991
Curat Global
New Hampshire
$52.9K
MPG
4992
My Portfolio Guide
California
$50.8K
SFS
4993
Sunrise Financial Services
Washington
$48.8K
BMC
4994
Bear Mountain Capital
Washington
$48.2K
ICCON
4995
Investment Counsel Company of Nevada
Nevada
$46.9K
BFP
4996
Birchwood Financial Partners
Minnesota
$46.5K
IPS
4997
Investors Portfolio Services
Washington
$44.7K
DRP
4998
Decker Retirement Planning
Utah
$44.4K
TFG
4999
Team Financial Group
California
$43.9K
CWA
5000
Carolina Wealth Advisors
South Carolina
$43.8K