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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
FP
1276
FFG Partners
Florida
$11.6M
EW
1277
Evoke Wealth
California
$11.6M
BHCM
1278
Brevan Howard Capital Management
Jersey
$11.6M
PGF
1279
Plan Group Financial
Oklahoma
$11.6M
GAG
1280
GM Advisory Group
New York
$11.6M
HCM
1281
Howland Capital Management
Massachusetts
$11.6M
CIC
1282
Chilton Investment Company
Connecticut
$11.5M
EFMC
1283
Empire Financial Management Company
New York
$11.5M
BCPWM
1284
Bradley & Co Private Wealth Management
Florida
$11.5M
AA
1285
Altrafin AG
$11.5M
LOWM
1286
Laurel Oak Wealth Management
New Jersey
$11.5M
SP
1287
Stablepoint Partners
Massachusetts
$11.5M
BPWM
1288
BCS Private Wealth Management
New Jersey
$11.5M
RWB
1289
RMR Wealth Builders
New Jersey
$11.5M
CIM
1290
Contravisory Investment Management
Massachusetts
$11.5M
BSB
1291
Bangor Savings Bank
Maine
$11.4M
TIP
1292
Torray Investment Partners
Maryland
$11.4M
WKWM
1293
Walter & Keenan Wealth Management
Indiana
$11.4M
LSWM
1294
Lorne Steinberg Wealth Management
Canada
$11.4M
SIG
1295
Sargent Investment Group
Maryland
$11.4M
AWM
1296
Accurate Wealth Management
Florida
$11.4M
CI
1297
CX Institutional
Indiana
$11.4M
XWM
1298
Xcel Wealth Management
Florida
$11.3M
BP
1299
Broadleaf Partners
Ohio
$11.3M
SA
1300
Strategic Advisors
New York
$11.3M