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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
HAG
1326
HighPoint Advisor Group
Illinois
$10.7M
GFP
1327
Gryphon Financial Partners
Ohio
$10.7M
OSNBOA
1328
Old Second National Bank of Aurora
Illinois
$10.7M
CWM
1329
Cordatus Wealth Management
Pennsylvania
$10.7M
HCM
1330
Hilton Capital Management
New York
$10.7M
DIP
1331
DT Investment Partners
Pennsylvania
$10.7M
SFGP
1332
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$10.7M
BWL
1333
Bogart Wealth LLC
Virginia
$10.7M
TE
1334
Tema ETFs
New York
$10.6M
IWA
1335
Icon Wealth Advisors
Texas
$10.6M
HW
1336
HORAN Wealth
Ohio
$10.6M
CL
1337
CVFG LLC
Indiana
$10.6M
RCA
1338
Resonant Capital Advisors
Wisconsin
$10.6M
SCP
1339
Stamos Capital Partners
California
$10.6M
TNBTD
1340
Trustmark National Bank Trust Department
Mississippi
$10.6M
NRC
1341
New Republic Capital
North Carolina
$10.5M
HH
1342
Hilltop Holdings
Texas
$10.5M
DLCIG
1343
D.L. Carlson Investment Group
New Hampshire
$10.5M
CWP
1344
CFM Wealth Partners
Texas
$10.5M
AWM
1345
Angeles Wealth Management
California
$10.5M
CAC
1346
Core Alternative Capital
Georgia
$10.5M
JFGIW
1347
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$10.5M
LF
1348
Longbow Finance
Switzerland
$10.5M
BFC
1349
Blue Fin Capital
Rhode Island
$10.4M
SW
1350
Simplicity Wealth
New Jersey
$10.4M