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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
PL
1226
Parthenon LLC
Kentucky
$12.3M
IFG
1227
Independent Financial Group
California
$12.3M
AG
1228
Algert Global
California
$12.3M
GWMIA
1229
Global Wealth Management Investment Advisory
Florida
$12.3M
CCM
1230
Coerente Capital Management
Ontario, Canada
$12.3M
GIC
1231
Generali Investments CEE
Czech Republic
$12.3M
PCA
1232
Providence Capital Advisors
North Carolina
$12.3M
MP
1233
McDonald Partners
Ohio
$12.2M
ITC
1234
Inspire Trust Company
Nevada
$12.2M
BTI
1235
Blue Trust Inc
Georgia
$12.2M
PPW
1236
Parcion Private Wealth
Washington
$12.2M
FMI
1237
F/M Investments
District of Columbia
$12.2M
LIM
1238
Lathrop Investment Management
Arkansas
$12.1M
SPG
1239
Strategic Planning Group
Utah
$12.1M
NP
1240
Nilsine Partners
Colorado
$12.1M
FNBOMD
1241
First National Bank of Mount Dora
Florida
$12.1M
NCM
1242
Northside Capital Management
Oregon
$12.1M
TWM
1243
Trueblood Wealth Management
Ohio
$12.1M
RAM
1244
Redmond Asset Management
Virginia
$12.1M
FMTC
1245
Farmers & Merchants Trust Company
California
$12.1M
FNT
1246
First Nebraska Trust
Nebraska
$12.1M
FFM
1247
Forum Financial Management
Illinois
$12.1M
RC
1248
RBF Capital
California
$12.1M
BA
1249
Ballast Advisors
Minnesota
$12.1M
FWTB
1250
First Western Trust Bank
Colorado
$12M