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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
FHA
1126
Flagship Harbor Advisors
Massachusetts
$14.6M
CAL
1127
Capital Analysts LLC
Pennsylvania
$14.6M
CBTWT
1128
Community Bank & Trust (Waco, Texas)
Texas
$14.6M
DSC
1129
Duncker Streett & Co
Missouri
$14.5M
WFMPM
1130
Woodley Farra Manion Portfolio Management
Indiana
$14.5M
SIC
1131
Sigma Investment Counselors
Michigan
$14.5M
CF
1132
Centaurus Financial
California
$14.5M
PP
1133
PDS Planning
Ohio
$14.5M
WPI
1134
Walter Public Investments
Canada
$14.5M
CWS
1135
Confluence Wealth Services
Pennsylvania
$14.4M
SWASL
1136
Spartan Wealth Advisory Services LLC
Michigan
$14.4M
ISS
1137
Intesa Sanpaolo SpA.
Italy
$14.3M
SFO
1138
Stokes Family Office
Louisiana
$14.3M
NGA
1139
Naples Global Advisors
Florida
$14.3M
PFA
1140
Pure Financial Advisors
California
$14.2M
BIM
1141
Baldwin Investment Management
Pennsylvania
$14.2M
BAM
1142
Brave Asset Management
New Jersey
$14.2M
PI
1143
Pettee Investors
Connecticut
$14.1M
FB
1144
Fulton Bank
Pennsylvania
$14.1M
LWCFA
1145
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$14.1M
ACG
1146
Allen Capital Group
Nebraska
$14.1M
FNA
1147
First National Advisers
Nebraska
$14M
GSEP
1148
Golden State Equity Partners
California
$14M
ACM
1149
Adalta Capital Management
New York
$14M
WSC
1150
Wellington Shields & Co
New York
$14M