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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
CIC
1176
Cutler Investment Counsel
Oregon
$13.5M
PAG
1177
Private Advisory Group
Washington
$13.4M
PCG
1178
Prosperity Consulting Group
Maryland
$13.4M
BMWM
1179
Brown Miller Wealth Management
Virginia
$13.4M
HVIA
1180
Hudson Valley Investment Advisors
New York
$13.3M
MYA
1181
Meiji Yasuda America
New York
$13.3M
CBA
1182
Coastal Bridge Advisors
Connecticut
$13.3M
HCA
1183
Harbor Capital Advisors
Illinois
$13.3M
ACGA
1184
Atlanta Consulting Group Advisors
Georgia
$13.2M
IIM
1185
Ipswich Investment Management
Massachusetts
$13.2M
OFG
1186
Oxford Financial Group
Indiana
$13.2M
IIM
1187
Intact Investment Management
Quebec, Canada
$13.1M
BPC
1188
Bearing Point Capital
Minnesota
$13.1M
MIM
1189
Manitou Investment Management
Ontario, Canada
$13.1M
AA
1190
Apriem Advisors
California
$13.1M
ERWM
1191
Elk River Wealth Management
Colorado
$13.1M
JCM
1192
Jacobi Capital Management
Pennsylvania
$13.1M
SC
1193
Schulhoff & Co
Ohio
$13.1M
PAIM
1194
Punch & Associates Investment Management
Minnesota
$13.1M
BAM
1195
Belpointe Asset Management
Nevada
$13M
RFA
1196
Rollins Financial Advisors
New York
$13M
KCPG
1197
Kavar Capital Partners Group
Kansas
$13M
BA
1198
Bridgewater Advisors
New York
$13M
CHC
1199
City Holding Co
West Virginia
$13M
FCT
1200
Family Capital Trust
Massachusetts
$13M