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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
CG
5001
Curat Global
New Hampshire
$52.9K
MPG
5002
My Portfolio Guide
California
$50.8K
SFS
5003
Sunrise Financial Services
Washington
$48.8K
BMC
5004
Bear Mountain Capital
Washington
$48.2K
ICCON
5005
Investment Counsel Company of Nevada
Nevada
$46.9K
BFP
5006
Birchwood Financial Partners
Minnesota
$46.5K
IPS
5007
Investors Portfolio Services
Washington
$44.7K
DRP
5008
Decker Retirement Planning
Utah
$44.4K
TFG
5009
Team Financial Group
California
$43.9K
CWA
5010
Carolina Wealth Advisors
South Carolina
$43.8K
PFO
5011
Pioneer Family Office
Florida
$41.8K
WT
5012
WHI Trust
Illinois
$40.9K
HWM
5013
Horizons Wealth Management
North Carolina
$36.8K
CIR
5014
Clear Investment Research
Georgia
$36.8K
TM
5015
Torren Management
California
$36.2K
MTI
5016
Merrithew & Thorsten Inc
California
$36K
RPA
5017
Redwood Park Advisors
California
$35.7K
MAFA
5018
MJT & Associates Financial Advisory
Minnesota
$33.5K
AAG
5019
Accordant Advisory Group
Maryland
$32.1K
PSFG
5020
Park Square Financial Group
Georgia
$30K
CPL
5021
Capital & Planning LLC
Georgia
$29.4K
MWC
5022
MBM Wealth Consultants
Missouri
$29.4K
GAG
5023
Goodman Advisory Group
Massachusetts
$27.4K
BIM
5024
Breakwater Investment Management
Washington
$27.1K
HAP
5025
Harbor Asset Planning
Massachusetts
$26.8K