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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
ACM
501
Argent Capital Management
Missouri
$60.3M
ADEF
502
Adams Diversified Equity Fund
Maryland
$60.3M
AWA
503
Arkadios Wealth Advisors
Georgia
$60M
BPCE
504
Bank Pictet & Cie (Europe)
Germany
$59.5M
AG
505
AIA Group
Hong Kong
$59.5M
MLL
506
Moody Lynn & Lieberson
Massachusetts
$59.3M
BCI
507
Brinker Capital Investments
Pennsylvania
$59.1M
LS
508
Livforsakringsbolaget Skandia
Sweden
$59.1M
OC
509
Oakworth Capital
Alabama
$59M
LFM
510
LGT Fund Management
Liechtenstein
$59M
Capital Fund Management (CFM)
511
Capital Fund Management (CFM)
France
$58.5M
MCM
512
Mill Capital Management
North Carolina
$58.4M
Hudson Bay Capital Management
513
Hudson Bay Capital Management
Connecticut
$58.2M
IWC
514
Integrated Wealth Concepts
Massachusetts
$58.1M
BIAS
515
Beacon Investment Advisory Services
New Jersey
$58M
SF
516
Summit Financial
New Jersey
$57.7M
NIM
517
Northeast Investment Management
Massachusetts
$57.2M
NP
518
NS Partners
United Kingdom
$57.1M
GI
519
Gradient Investments
Minnesota
$56.9M
ISL
520
Ingalls & Snyder LLC
New York
$56.9M
MWM
521
Meridian Wealth Management
Kentucky
$56.8M
KFC
522
Klingenstein Fields & Co
New York
$56.8M
RIG
523
RiverFront Investment Group
Virginia
$56.2M
HIMC
524
Heritage Investors Management Corp
Maryland
$56M
HCMG
525
Howard Capital Management Group
California
$55.9M