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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
SPC
1076
Sigma Planning Corp
Michigan
$16M
MCM
1077
Mengis Capital Management
Oregon
$16M
VWA
1078
Visionary Wealth Advisors
Illinois
$16M
NFG
1079
Nations Financial Group
Iowa
$15.9M
BC
1080
Burney Company
Virginia
$15.9M
HBT
1081
Hills Bank & Trust
Iowa
$15.8M
CT
1082
Colonial Trust
South Carolina
$15.8M
IPW
1083
Invictus Private Wealth
Colorado
$15.7M
HH
1084
HWG Holdings
Texas
$15.7M
VAS
1085
Valicenti Advisory Services
New York
$15.7M
VA
1086
VestGen Advisors
Illinois
$15.7M
CF
1087
Clarity Financial
Texas
$15.6M
WPC
1088
Wedmont Private Capital
Pennsylvania
$15.6M
WPP
1089
Whalerock Point Partners
Rhode Island
$15.5M
ECM
1090
EagleClaw Capital Management
Massachusetts
$15.5M
LA
1091
Lynch & Associates
Indiana
$15.4M
EFG
1092
Embree Financial Group
Illinois
$15.4M
YIA
1093
YHB Investment Advisors
Connecticut
$15.4M
GC
1094
Giverny Capital
Quebec, Canada
$15.4M
AAS
1095
Annex Advisory Services
Wisconsin
$15.4M
BCM
1096
BlueCrest Capital Management
Jersey
$15.4M
MWA
1097
Meridian Wealth Advisors
Texas
$15.3M
SAM
1098
Smithbridge Asset Management
Pennsylvania
$15.3M
MC
1099
Miramar Capital
Illinois
$15.3M
OL
1100
one8zero8 LLC
North Carolina
$15.2M