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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
TWM
5026
Timmons Wealth Management
Massachusetts
$24.4K
PS
5027
PayPay Securities
Japan
$23.2K
FG
5028
Fairman Group
Pennsylvania
$23K
SA
5029
Strategic Advocates
Utah
$22.4K
TBFA
5030
Three Bearings Fiduciary Advisors
New Hampshire
$20.6K
TIAAOA
5031
Teachers Insurance & Annuity Association of America
New York
$20.6K
T
5032
Transce3nd
Texas
$19.1K
3FI
5033
3 Factor Indexing
California
$15.9K
NA
5034
Networth Advisors
Pennsylvania
$15.3K
LA
5035
LM Advisors
California
$14K
KCM
5036
KM Capital Management
Texas
$13.8K
LFA
5037
LGT Financial Advisors
Texas
$13.4K
ATC
5038
Advantage Trust Company
Kansas
$13.2K
MDA
5039
Minot DeBlois Advisors
Massachusetts
$11.8K
VAI
5040
Vanguard Advisers Inc
Pennsylvania
$11K
JFG
5041
JDM Financial Group
Texas
$10.6K
FF
5042
Friedenthal Financial
New Jersey
$9.71K
BWM
5043
Benson Wealth Management
Tennessee
$9.71K
SI
5044
Sapience Investments
California
$8.82K
DAL
5045
Delta Accumulation LLC
California
$7.65K
AGAM
5046
AK Global Asset Management
California
$2.49K
P
5047
Palladiem
Pennsylvania
$1.24K
UFF
5048
USA Financial Formulas
Michigan
$882
RJA
5049
Ross\Johnson & Associates
Minnesota
$588
Norges Bank
5050
Norges Bank
Norway