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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
ET
1051
Equitable Trust
Tennessee
$16.6M
SWM
1052
Segment Wealth Management
Texas
$16.6M
Impax Asset Management Group
1053
Impax Asset Management Group
United Kingdom
$16.6M
BPC
1054
Banque Pictet & Cie
Switzerland
$16.6M
HFS
1055
Haverford Financial Services
Pennsylvania
$16.6M
JPWM
1056
Jamison Private Wealth Management
Georgia
$16.6M
PA
1057
Perennial Advisors
New York
$16.5M
ANBT
1058
American National Bank & Trust
Texas
$16.5M
BWS
1059
Buck Wealth Strategies
Colorado
$16.4M
HIA
1060
Harbor Investment Advisory
Maryland
$16.4M
III
1061
Independent Investors Inc
New York
$16.4M
SIM
1062
Stratos Investment Management
Ohio
$16.4M
PFA
1063
Perryman Financial Advisory
Texas
$16.4M
CTA
1064
Clear Trail Advisors
Texas
$16.4M
CI
1065
Capital International
California
$16.4M
SDIC
1066
South Dakota Investment Council
South Dakota
$16.3M
BEAM
1067
Baker Ellis Asset Management
Washington
$16.3M
RCM
1068
Radnor Capital Management
Pennsylvania
$16.3M
ABTD
1069
Arvest Bank Trust Division
Oklahoma
$16.2M
SWA
1070
Stratos Wealth Advisors
Ohio
$16.2M
NM
1071
NWI Management
New York
$16.2M
SC
1072
Stolper & Co
Oklahoma
$16.2M
VI
1073
Vestcor Inc
New Brunswick, Canada
$16.1M
MFG
1074
Magnus Financial Group
New York
$16.1M
CBOR
1075
Community Bank of Raymore
Missouri
$16.1M