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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
BFG
1301
Beacon Financial Group
Texas
$11.3M
FC
1302
Fusion Capital
South Carolina
$11.2M
CP
1303
Cumberland Partners
Ontario, Canada
$11.2M
VST
1304
Van Strum & Towne
California
$11.1M
TL
1305
Tradewinds LLC
North Carolina
$11.1M
HCM
1306
Harvey Capital Management
Florida
$11.1M
CCAM
1307
Codex Capital Asset Management
Texas
$11M
JSW
1308
Journey Strategic Wealth
New Jersey
$11M
FSG
1309
Financial Strategies Group
Michigan
$11M
AWCI
1310
Alpine Woods Capital Investors
New York
$11M
CWM
1311
Chemistry Wealth Management
New York
$11M
CRI
1312
Commonwealth Retirement Investments
Virginia
$10.9M
ACM
1313
Alpha Capital Management
Texas
$10.9M
PTC
1314
Private Trust Company
Ohio
$10.9M
FAM
1315
Fulcrum Asset Management
United Kingdom
$10.9M
BWAM
1316
Boyd Watterson Asset Management
Ohio
$10.9M
CWM
1317
Compass Wealth Management
Connecticut
$10.9M
IAIM
1318
International Assets Investment Management
Florida
$10.9M
SG
1319
StoneX Group
New York
$10.8M
CCM
1320
Cinctive Capital Management
New York
$10.8M
SAI
1321
Systematic Alpha Investments
New Jersey
$10.8M
PA
1322
PFG Advisors
Arizona
$10.8M
CIC
1323
Concord Investment Counsel
California
$10.8M
VA
1324
Valmark Advisers
Ohio
$10.8M
FFG
1325
Frisch Financial Group
New York
$10.8M