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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
SFM
5126
Stack Financial Management
Montana
DWA
5127
Delap Wealth Advisory
Oregon
WI
5128
Westbourne Investments
Virginia
EFN
5129
Equita Financial Network
Pennsylvania
MIM
5130
Morningstar Investment Management
Illinois
FFP
5131
Freedom Financial Partners
Minnesota
MSFP
5132
Mark Sheptoff Financial Planning
Connecticut
SWM
5133
SpringVest Wealth Management
Texas
SIM
5134
Sims Investment Management
Ohio
SP
5135
Saranac Partners
HAFS
5136
Hapanowicz & Associates Financial Services
Pennsylvania
NJBEST
5137
New Jersey Better Educational Savings Trust
New Jersey
PA
5138
ProCore Advisors
California
BT
5139
Brandywine Trust
Delaware
AC
5140
Armistice Capital
New York
TC
5141
Town Capital
Maryland
PM
5142
Phraction Management
Connecticut
OC
5143
Optima Capital
Oregon
KPWM
5144
KDK Private Wealth Management
Texas
MGWA
5145
Monument Group Wealth Advisors
Massachusetts
ACM
5146
Andina Capital Management
Utah
VAM
5147
Vienna Asset Management
California
OWA
5148
ORBA Wealth Advisors
Illinois
AFA
5149
Alpha Financial Advisors
North Carolina
DFA
5150
Davies Financial Advisors
California