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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
AHC
826
Anderson Hoagland & Co
Missouri
$25.2M
FAT
827
First American Trust
California
$25M
SL
828
Summitry LLC
California
$25M
KOCAA
829
Knights of Columbus Asset Advisors
Connecticut
$25M
TTWM
830
TCV Trust & Wealth Management
Virginia
$24.9M
BWP
831
Baldwin Wealth Partners
Massachusetts
$24.9M
OHIS
832
Oak Harvest Investment Services
Texas
$24.9M
NO
833
Ninety One
South Africa
$24.9M
WWA
834
WCG Wealth Advisors
Nevada
$24.7M
NSAM
835
North Star Asset Management
Wisconsin
$24.7M
S
836
SignatureFD
Georgia
$24.7M
TW
837
TritonPoint Wealth
Maryland
$24.6M
EI
838
Ethic Inc
New York
$24.6M
WCMN
839
Westchester Capital Management (Nebraska)
Nebraska
$24.5M
DP
840
Dearborn Partners
Illinois
$24.5M
RDWM
841
Red Door Wealth Management
Tennessee
$24.4M
VCA
842
Verdence Capital Advisors
Maryland
$24.4M
WIC
843
Woodmont Investment Counsel
Tennessee
$24.3M
AG
844
Ascent Group
Virginia
$24.3M
FNFDCM
845
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$24.3M
M
846
MOTCO
Texas
$24.2M
CNC
847
Canandaigua National Corp
New York
$24.2M
MA
848
Montag & Associates
Georgia
$24.2M
EIP
849
Easterly Investment Partners
Massachusetts
$24M
RP
850
Rice Partnership
Hawaii
$24M