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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
VFM
1201
Viking Fund Management
North Dakota
$12.9M
MAM
1202
Mystic Asset Management
Rhode Island
$12.9M
Optiver Holding
1203
Optiver Holding
Netherlands
$12.9M
PMWMG
1204
Parr McKnight Wealth Management Group
Minnesota
$12.9M
PT
1205
Plimoth Trust
Massachusetts
$12.9M
HWAM
1206
Hennion & Walsh Asset Management
New Jersey
$12.9M
FWP
1207
FAS Wealth Partners
Kansas
$12.8M
TCA
1208
Transcend Capital Advisors
New Jersey
$12.8M
IPW
1209
Inlet Private Wealth
Florida
$12.8M
UAM
1210
Unison Asset Management
Florida
$12.8M
IB
1211
Intrust Bank
Kansas
$12.8M
SCM
1212
Shelton Capital Management
Colorado
$12.7M
TWA
1213
Tulsa Wealth Advisors
Oklahoma
$12.7M
PAMG
1214
Patton Albertson Miller Group
Tennessee
$12.6M
AG
1215
AlTi Global
New York
$12.6M
NEAM
1216
New England Asset Management
Connecticut
$12.6M
SFG
1217
SevenBridge Financial Group
Pennsylvania
$12.6M
NCM
1218
Nelson Capital Management
California
$12.5M
NLGIA
1219
Nippon Life Global Investors Americas
New York
$12.5M
WCA
1220
Westover Capital Advisors
Delaware
$12.4M
TIM
1221
Thompson Investment Management
Wisconsin
$12.4M
TAM
1222
Townsend Asset Management
North Carolina
$12.4M
NA
1223
Nordwand Advisors
Pennsylvania
$12.4M
GCC
1224
Guardian Capital (Canada)
Ontario, Canada
$12.4M
WETS
1225
Wealth Enhancement Trust Services
South Dakota
$12.4M