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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
SWM
901
Stockman Wealth Management
Montana
$21.8M
PAI
902
Pittenger & Anderson Inc
Nebraska
$21.7M
LNB
903
Ledyard National Bank
$21.7M
CWM
904
Cabot Wealth Management
Massachusetts
$21.6M
SWM
905
Spire Wealth Management
Virginia
$21.5M
SAM
906
Securian Asset Management
Minnesota
$21.5M
WF
907
WoodTrust Financial
Wisconsin
$21.5M
GWM
908
Geneos Wealth Management
Colorado
$21.5M
JC
909
JB Capital
Connecticut
$21.5M
CK
910
Cohen Klingenstein
New York
$21.4M
IEFM
911
IQ EQ Fund Management
Ireland
$21.4M
FCP
912
Fidelis Capital Partners
Florida
$21.3M
FFP
913
FourThought Financial Partners
Florida
$21.3M
GIA
914
Gladstone Institutional Advisory
Florida
$21.3M
IWM
915
IHT Wealth Management
Illinois
$21.3M
TCWA
916
Turtle Creek Wealth Advisors
Texas
$21.3M
WSCM
917
Wellington Shields Capital Management
New York
$21.3M
CIS
918
Connors Investor Services
Pennsylvania
$21.2M
CCG
919
Cypress Capital Group
Florida
$21.2M
CIA
920
CCM Investment Advisers
South Carolina
$21.1M
ECM
921
Everence Capital Management
Indiana
$21.1M
KRSITF
922
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$21.1M
MC
923
Middleton & Co
Massachusetts
$21.1M
DCA
924
DSG Capital Advisors
Minnesota
$21M
ETC
925
Exchange Traded Concepts
Oklahoma
$21M