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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
BC
4976
Bayforest Capital
United Kingdom
$85.6K
GXJ
4977
Global X Japan
Japan
$85.6K
CWP
4978
Clark Wealth Partners
Illinois
$84.5K
SA
4979
Seneschal Advisors
Washington
$82.6K
MIM
4980
Meridiem Investment Management
United Kingdom
$82.4K
HFS
4981
Horizon Financial Services
North Carolina
$78.4K
MAS
4982
MPWM Advisory Solutions
Georgia
$76.3K
PCM
4983
Penserra Capital Management
California
$75K
UIA
4984
Ulland Investment Advisors
Minnesota
$74K
TWM
4985
TopTier Wealth Management
Wisconsin
$72.7K
GCM
4986
Gunpowder Capital Management
Maryland
$72.1K
PJC
4987
Phillip James Consulting
Minnesota
$70K
DCM
4988
Disciplina Capital Management
Tennessee
$69.8K
CAM
4989
Clarity Asset Management
Iowa
$64.7K
PMIM
4990
Prudent Man Investment Management
Colorado
$62.5K
MGI
4991
Miller Global Investments
Texas
$62.1K
T2I
4992
Turim 21 Investimentos
Brazil
$61.8K
VA
4993
Valor Advisors
Florida
$60.9K
NECFA
4994
New England Capital Financial Advisors
Connecticut
$59.3K
NWS
4995
Nvest Wealth Strategies
Ohio
$57.7K
CI
4996
Clal Insurance
Israel
$56K
CF
4997
Collier Financial
Colorado
$55.9K
HIA
4998
HFM Investment Advisors
New Jersey
$55.9K
TCM
4999
Tanaka Capital Management
New York
$55K
SC
5000
Swan Capital
Florida
$53.7K