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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
AWMI
5176
Aegis Wealth Management (Iowa)
Iowa
BS
5177
Brighton Securities
New York
WCP
5178
Welch Capital Partners
New York
CCM
5179
Collar Capital Management
Wisconsin
BSCCG
5180
Blue Sky Capital Consultants Group
California
JGUA
5181
John G. Ullman & Associates
New York
MFG
5182
Mendota Financial Group
Wisconsin
GW
5183
Graetz Wealth
Michigan
BIA
5184
Barry Investment Advisors
Massachusetts
TBC
5185
Ted Buchan & Co
California
RC
5186
Resolute Capital
South Carolina
VFIC
5187
Valley Forge Investment Consultants
Pennsylvania
HCA
5188
Hyperion Capital Advisors
New York
CWM
5189
C2C Wealth Management
Arizona
DSA
5190
Droms Strauss Advisors
Missouri
MCM
5191
MidAtlantic Capital Management
Virginia
MW
5192
Merited Wealth
Florida
EI
5193
eCIO Inc
Wisconsin
HHMI
5194
Howard Hughes Medical Institute
Maryland
GFM
5195
GF Fund Management
China
VWWMG
5196
Vermillion & White Wealth Management Group
Pennsylvania
IIM
5197
IFC & Insurance Marketing
California
VCMGDR
5198
Vinland Capital Management Gestora de Recursos
Brazil
IWM
5199
Inlight Wealth Management
Georgia
EPG
5200
Estate Planners Group
Pennsylvania