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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
WPW
5126
Warther Private Wealth
Ohio
MPW
5127
MGO Private Wealth
California
UAM
5128
UAS Asset Management
New York
ACM
5129
Avos Capital Management
Washington
TCM
5130
TABR Capital Management
California
CMTU
5131
Capital Markets Trading (UK)
United Kingdom
FWM
5132
FMB Wealth Management
California
LCM
5133
LRT Capital Management
Texas
TC
5134
TwinBeech Capital
New York
CAP
5135
Cordoba Advisory Partners
New York
SFM
5136
Stack Financial Management
Montana
DWA
5137
Delap Wealth Advisory
Oregon
WI
5138
Westbourne Investments
Virginia
EFN
5139
Equita Financial Network
Pennsylvania
MIM
5140
Morningstar Investment Management
Illinois
FFP
5141
Freedom Financial Partners
Minnesota
MSFP
5142
Mark Sheptoff Financial Planning
Connecticut
SWM
5143
SpringVest Wealth Management
Texas
SIM
5144
Sims Investment Management
Ohio
SP
5145
Saranac Partners
HAFS
5146
Hapanowicz & Associates Financial Services
Pennsylvania
NJBEST
5147
New Jersey Better Educational Savings Trust
New Jersey
PA
5148
ProCore Advisors
California
BT
5149
Brandywine Trust
Delaware
AC
5150
Armistice Capital
New York