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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
Balyasny Asset Management
851
Balyasny Asset Management
Illinois
$23.9M
ACP
852
Aviance Capital Partners
Florida
$23.9M
MSA
853
MUFG Securities Americas
New York
$23.9M
DAS
854
Dynamic Advisor Solutions
Arizona
$23.8M
KWMG
855
King Wealth Management Group
Florida
$23.8M
OCA
856
OpenArc Corporate Advisory
Georgia
$23.7M
USCWA
857
U.S. Capital Wealth Advisors
Texas
$23.7M
JWM
858
JGP Wealth Management
Oregon
$23.7M
MAS
859
Meeder Advisory Services
Ohio
$23.7M
NPT
860
Nixon Peabody Trust
Massachusetts
$23.6M
AP
861
Archon Partners
New Jersey
$23.5M
GAI
862
General American Investors
New York
$23.5M
FPAS
863
Focus Partners Advisor Solutions
Missouri
$23.4M
JWBC
864
J.W. Burns & Co
New York
$23.3M
FMC
865
First Merchants Corp
Indiana
$23.3M
VWM
866
Venturi Wealth Management
Texas
$23.2M
TFS
867
Thoroughbred Financial Services
Tennessee
$23.2M
NDSIB
868
North Dakota State Investment Board
North Dakota
$23.2M
ANTB
869
AMG National Trust Bank
Colorado
$23M
IP
870
Interval Partners
New York
$22.9M
WIC
871
Willis Investment Counsel
Georgia
$22.9M
BIA
872
Biondo Investment Advisors
Pennsylvania
$22.9M
MHS
873
M Holdings Securities
Oregon
$22.8M
CWP
874
Cyndeo Wealth Partners
Florida
$22.8M
PAM
875
Peak Asset Management
Colorado
$22.7M