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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
FBFS
1351
First Business Financial Services
Wisconsin
$10.4M
IAS
1352
Insigneo Advisory Services
Florida
$10.4M
MPIM
1353
McGinn Penninger Investment Management
Virginia
$10.4M
AIM
1354
Access Investment Management
Georgia
$10.4M
WAM
1355
Werlinich Asset Management
Connecticut
$10.4M
ALC
1356
Alexander Labrunerie & Co
Missouri
$10.4M
P
1357
Paradiem
Louisiana
$10.3M
RCW
1358
Rheos Capital Works
Japan
$10.3M
AWA
1359
Aaron Wealth Advisors
Illinois
$10.3M
AAM
1360
Augustine Asset Management
Florida
$10.3M
VIM
1361
Vancity Investment Management
British Columbia, Canada
$10.2M
AF
1362
Advisornet Financial
Minnesota
$10.2M
AWM
1363
Avior Wealth Management
Nebraska
$10.2M
Koshinski Asset Management
1364
Koshinski Asset Management
Illinois
$10.2M
WAS
1365
Wealth Advisory Solutions
Indiana
$10.1M
RWM
1366
Rockline Wealth Management
New York
$10.1M
EA
1367
Everpar Advisors
Oklahoma
$10.1M
ACM
1368
AlphaStar Capital Management
North Carolina
$10.1M
HCM
1369
Hodges Capital Management
Texas
$10.1M
BFA
1370
Bill Few Associates
Pennsylvania
$10.1M
RCAG
1371
Rehmann Capital Advisory Group
Michigan
$10M
UF
1372
Univest Financial
Pennsylvania
$10M
PC
1373
Permanens Capital
New York
$10M
WBC
1374
West Branch Capital
Massachusetts
$10M
PAM
1375
Pegasus Asset Management
New York
$10M