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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
SIM
5076
Sentry Investment Management
Wisconsin
SC
5077
Stance Capital
Massachusetts
MWP
5078
Momentum Wealth Planning
Florida
KA
5079
Kercheville Advisors
Texas
MF
5080
Magnetar Financial
Illinois
DGM
5081
Delta Global Management
New York
CTFG
5082
Capstone Triton Financial Group
Oklahoma
OTL
5083
Oak Thistle LLC
New York
Q
5084
QVR
California
NICM
5085
Neo Ivy Capital Management
New York
YAVAPFMC
5086
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
CIAM
5087
Caitong International Asset Management
Hong Kong
BIMC
5088
Benson Investment Management Company
Virginia
ONGA
5089
O'Neil Global Advisors
California
GFS
5090
Geremia Financial Services
New Jersey
EWM
5091
Elite Wealth Management
Washington
OA
5092
Operose Advisors
Wisconsin
BCM
5093
Bayesian Capital Management
New York
GCM
5094
Goldstream Capital Management
Hong Kong
GCM
5095
Greenland Capital Management
New York
PFA
5096
Petra Financial Advisors
Colorado
CAGAS
5097
Capital Advisory Group Advisory Services
Minnesota
HC
5098
Hourglass Capital
Texas
A
5099
AlphaQuest
New York
KWM
5100
KW Wealth Management
California