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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
CPP
5176
Capasso Planning Partners
South Carolina
PF
5177
Penney Financial
Texas
CIM
5178
Corbyn Investment Management
Maryland
SS
5179
Sound Stewardship
Kansas
TCTWM
5180
Three Cord True Wealth Management
Pennsylvania
TWM
5181
Trinity Wealth Management
Pennsylvania
LWM
5182
Lifetime Wealth Management
Texas
FF
5183
Financial Futures
New Jersey
MIAS
5184
Mason Investment Advisory Services
Virginia
CG
5185
Castellan Group
Kentucky
AWMI
5186
Aegis Wealth Management (Iowa)
Iowa
BS
5187
Brighton Securities
New York
WCP
5188
Welch Capital Partners
New York
CCM
5189
Collar Capital Management
Wisconsin
BSCCG
5190
Blue Sky Capital Consultants Group
California
JGUA
5191
John G. Ullman & Associates
New York
MFG
5192
Mendota Financial Group
Wisconsin
GW
5193
Graetz Wealth
Michigan
BIA
5194
Barry Investment Advisors
Massachusetts
TBC
5195
Ted Buchan & Co
California
RC
5196
Resolute Capital
South Carolina
VFIC
5197
Valley Forge Investment Consultants
Pennsylvania
HCA
5198
Hyperion Capital Advisors
New York
CWM
5199
C2C Wealth Management
Arizona
DSA
5200
Droms Strauss Advisors
Missouri