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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
IAA
651
Independent Advisor Alliance
North Carolina
$38.5M
HI
652
Horizon Investments
North Carolina
$38.4M
NRS
653
Neville Rodie & Shaw
New York
$38.4M
AWM
654
Axxcess Wealth Management
California
$38.3M
NCM
655
Narwhal Capital Management
Georgia
$38.2M
7WCP
656
71 West Capital Partners
Massachusetts
$38M
CAM
657
Crake Asset Management
United Kingdom
$38M
SDJVC
658
St. Denis J. Villere & Co
Louisiana
$37.7M
PMAM
659
Picton Mahoney Asset Management
Ontario, Canada
$37.5M
NMERB
660
New Mexico Educational Retirement Board
New Mexico
$37.3M
AP
661
Appleton Partners
Massachusetts
$37.2M
OAM
662
Ostrum Asset Management
France
$37.2M
MAM
663
Martingale Asset Management
Massachusetts
$37.1M
MC
664
Moors & Cabot
Massachusetts
$37M
TBA
665
Tower Bridge Advisors
Pennsylvania
$36.9M
HWA
666
Heritage Wealth Advisors
Virginia
$36.9M
LG
667
LaFleur & Godfrey
Michigan
$36.9M
VV
668
Verity & Verity
South Carolina
$36.8M
NB
669
NBT Bank
New York
$36.8M
DI
670
DKRT Investments
$36.8M
FA
671
Fiduciary Alliance
South Carolina
$36.5M
BCM
672
Bridgeway Capital Management
Texas
$36.3M
TA
673
TruWealth Advisors
Louisiana
$36.2M
FAM
674
Fred Alger Management
New York
$35.9M
KFP
675
KMG Fiduciary Partners
Ohio
$35.7M