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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
PGAM
976
Princeton Global Asset Management
New Jersey
$19M
HI
977
Harbour Investments
Wisconsin
$18.9M
GAM
978
Griffin Asset Management
New York
$18.9M
1SB
979
1ST Source Bank
Indiana
$18.9M
JAM
980
JCIC Asset Management
Ontario, Canada
$18.9M
LWIC
981
Leith Wheeler Investment Counsel
British Columbia, Canada
$18.8M
MB
982
MidFirst Bank
Oklahoma
$18.8M
EFS
983
Essex Financial Services
Connecticut
$18.8M
ST
984
Spinnaker Trust
Maine
$18.8M
PWW
985
Pettyjohn Wood & White
Virginia
$18.8M
ERIC
986
Eagle Rock Investment Company
Georgia
$18.8M
IA
987
Intellus Advisors
Florida
$18.7M
WWM
988
Western Wealth Management
Colorado
$18.7M
WANY
989
Wealthspire Advisors (New York)
New York
$18.7M
GL
990
Gemsstock Ltd
United Kingdom
$18.6M
NAAA
991
New Age Alpha Advisors
New York
$18.6M
VHAM
992
Van Hulzen Asset Management
California
$18.6M
AIM
993
Artemis Investment Management
United Kingdom
$18.6M
CF
994
Covea Finance
France
$18.6M
MWM
995
Mission Wealth Management
California
$18.6M
MIA
996
MainStreet Investment Advisors
Illinois
$18.6M
KFGK
997
Keystone Financial Group (Kentucky)
Kentucky
$18.6M
BWP
998
Burling Wealth Partners
Illinois
$18.6M
CWG
999
Cornerstone Wealth Group
North Carolina
$18.5M
SB
1000
Simmons Bank
Arkansas
$18.5M