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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
CAG
1251
Csenge Advisory Group
Florida
$12M
AIM
1252
Anchor Investment Management
South Carolina
$12M
WAS
1253
WESPAC Advisors SoCal
California
$12M
GHA
1254
GW Henssler & Associates
Georgia
$12M
AIA
1255
AssuredPartners Investment Advisors
Florida
$11.9M
PWMAG
1256
Pinnacle Wealth Management Advisory Group
New Jersey
$11.9M
CNBTD
1257
Citizens National Bank Trust Department
Mississippi
$11.9M
CA
1258
Claro Advisors
Massachusetts
$11.9M
AWE
1259
Avidian Wealth Enterprises
Texas
$11.9M
AWM
1260
Arista Wealth Management
Nevada
$11.9M
CC
1261
Constitution Capital
Connecticut
$11.9M
AMM
1262
American Money Management
California
$11.9M
CWM
1263
Chronos Wealth Management
Florida
$11.8M
FC
1264
Fulcrum Capital
Washington
$11.8M
AC
1265
Apella Capital
Connecticut
$11.7M
APSI
1266
Asset Planning Services Inc
Louisiana
$11.7M
KA
1267
Kintegral Advisory
New York
$11.7M
PFBT
1268
Parkside Financial Bank & Trust
Missouri
$11.7M
WIA
1269
Wetzel Investment Advisors
Indiana
$11.7M
XF
1270
XML Financial
Maryland
$11.7M
CT
1271
Clearstead Trust
Maine
$11.7M
NS
1272
NBC Securities
Alabama
$11.6M
PFM
1273
Premier Fund Managers
United Kingdom
$11.6M
SNB
1274
Security National Bank
Nebraska
$11.6M
MBTD
1275
Mechanics Bank - Trust Department
California
$11.6M