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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
WCM
876
Whitener Capital Management
North Carolina
$22.6M
SW
877
SlateStone Wealth
Florida
$22.6M
CC
878
Courier Capital
New York
$22.6M
RSWM
879
Robertson Stephens Wealth Management
California
$22.5M
LW
880
Linscomb Wealth
Texas
$22.5M
FCIM
881
Fairview Capital Investment Management
California
$22.5M
AAM
882
Advisors Asset Management
Colorado
$22.5M
LPT
883
Legacy Private Trust
Wisconsin
$22.5M
NCM
884
Novare Capital Management
North Carolina
$22.4M
BBI
885
Baxter Bros Inc
Connecticut
$22.3M
BHWM
886
Bar Harbor Wealth Management
New Hampshire
$22.3M
AFG
887
Atomi Financial Group
New York
$22.3M
MYAM
888
Meiji Yasuda Asset Management
Japan
$22.3M
YIH
889
Y-Intercept (HK)
Hong Kong
$22.3M
BCM
890
BTC Capital Management
Iowa
$22.3M
PAM
891
Palisade Asset Management
Minnesota
$22.2M
SFI
892
Siemens Fonds Invest
Germany
$22.2M
DWM
893
Diversify Wealth Management
Utah
$22.1M
UAS
894
United Asset Strategies
New York
$22.1M
CWM
895
Circle Wealth Management
New Jersey
$22M
MGIA
896
Moneta Group Investment Advisors
Missouri
$22M
TPCW
897
TD Private Client Wealth
New York
$21.9M
FFBTD
898
First Financial Bank - Trust Division
Ohio
$21.9M
RC
899
RBO & Co
California
$21.8M
SWP
900
Sagespring Wealth Partners
Tennessee
$21.8M