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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
RWM
1151
Rench Wealth Management
Texas
$14M
SC
1152
Syon Capital
California
$14M
CFO
1153
Cambient Family Office
Michigan
$13.8M
Nomura Holdings
1154
Nomura Holdings
Japan
$13.8M
BAM
1155
Boyar Asset Management
New York
$13.8M
LA
1156
LVW Advisors
New York
$13.8M
SAW
1157
Signal Advisors Wealth
Michigan
$13.7M
BFO
1158
Boston Family Office
Massachusetts
$13.7M
TCM
1159
Twin Capital Management
Pennsylvania
$13.7M
LFG
1160
Larson Financial Group
Missouri
$13.7M
HCA
1161
Harbour Capital Advisors
Virginia
$13.7M
BRWA
1162
B. Riley Wealth Advisors
Florida
$13.7M
OCBCO
1163
Oversea-Chinese Banking Corp (OCBC)
Singapore
$13.7M
CCM
1164
Canal Capital Management
Virginia
$13.7M
CSUI
1165
Cincinnati Specialty Underwriters Insurance
Ohio
$13.7M
CCC
1166
Cincinnati Casualty Company
Ohio
$13.7M
BHPW
1167
Beverly Hills Private Wealth
California
$13.7M
PVI
1168
Pine Valley Investments
New Jersey
$13.7M
RIA
1169
RPG Investment Advisory
California
$13.6M
PTB
1170
Pioneer Trust Bank
Oregon
$13.6M
SFP
1171
Shepherd Financial Partners
Massachusetts
$13.6M
EPW
1172
Evolve Private Wealth
California
$13.6M
CFSG
1173
Community Financial Services Group
Vermont
$13.6M
SCA
1174
Stokes Capital Advisors
South Carolina
$13.6M
M2MC
1175
Matthew 25 Management Corp
Pennsylvania
$13.5M