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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
IA
951
IFP Advisors
Florida
$20M
SFS
952
Sowell Financial Services
Arkansas
$20M
CP
953
CenterBook Partners
Connecticut
$19.9M
HT
954
Heritage Trust
Oklahoma
$19.9M
PNAA
955
Pictet North America Advisors
Switzerland
$19.9M
AF
956
Alerus Financial
North Dakota
$19.8M
DCM
957
Dupont Capital Management
Delaware
$19.7M
BOC
958
Barbara Oil Co
Illinois
$19.7M
FDP
959
Financiere des Professionnels
Quebec, Canada
$19.7M
CT
960
Caldwell Trust
Florida
$19.6M
JSSH
961
J. Safra Sarasin Holding
$19.5M
TF
962
Tompkins Financial
New York
$19.5M
CFA
963
Capstone Financial Advisors
Illinois
$19.4M
PFGIA
964
Patriot Financial Group Insurance Agency
Massachusetts
$19.4M
SHGA
965
Sand Hill Global Advisors
California
$19.3M
GI
966
GLOBALT Investments
Georgia
$19.3M
FMWA
967
Forvis Mazars Wealth Advisors
Missouri
$19.3M
TCM
968
Telos Capital Management
California
$19.3M
ISB
969
Iowa State Bank
Iowa
$19.3M
MIC
970
Means Investment Company
Maine
$19.2M
FNB
971
Farmers National Bank
Kentucky
$19.1M
GIP
972
Granite Investment Partners
California
$19.1M
LTI
973
Laffer Tengler Investments
Tennessee
$19M
SVWAG
974
Sound View Wealth Advisors Group
Georgia
$19M
CA
975
Cullinan Associates
Kentucky
$19M