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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
BT
1026
Banque Transatlantique
France
$17.5M
LIP
1027
Lighthouse Investment Partners
Florida
$17.5M
SBF
1028
Sara-Bay Financial
Florida
$17.5M
KCG
1029
Kinsale Capital Group
Virginia
$17.4M
PA
1030
Procyon Advisors
Connecticut
$17.4M
FBB
1031
Fulton Breakefield Broenniman
Maryland
$17.3M
CCMINC
1032
Cardinal Capital Management Inc (North Carolina)
North Carolina
$17.3M
AAM
1033
AR Asset Management
California
$17.3M
JIC
1034
Joel Isaacson & Co
New York
$17.2M
CNB
1035
Camden National Bank
Maine
$17.1M
WIC
1036
WealthBridge Investment Counsel
Alberta, Canada
$17.1M
FRA
1037
Frank Rimerman Advisors
California
$17.1M
VIP
1038
Vantage Investment Partners
Missouri
$17.1M
TCM
1039
Traynor Capital Management
Pennsylvania
$17M
LCM
1040
LVM Capital Management
Michigan
$17M
OPW
1041
Osprey Private Wealth
New York
$17M
NLP
1042
Next Level Private
New York
$17M
EIA
1043
Emerald Investment Advisers
Pennsylvania
$16.9M
SCM
1044
Schnieders Capital Management
California
$16.9M
LWANC
1045
Laurel Wealth Advisors (North Carolina)
North Carolina
$16.8M
SA
1046
SRH Advisors
Kansas
$16.8M
GAB
1047
German American Bancorp
Indiana
$16.8M
MCP
1048
Mirador Capital Partners
California
$16.8M
PF
1049
Phoenix Financial
Israel
$16.8M
SAM
1050
Smartleaf Asset Management
Massachusetts
$16.8M