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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
CICC
1376
Capital Investment Counsel (Colorado)
Colorado
$10M
EM
1377
Excalibur Management
Massachusetts
$9.99M
CT
1378
Chicago Trust
Illinois
$9.98M
LFA
1379
Legacy Financial Advisors
Kentucky
$9.97M
Jacobs Levy Equity Management
1380
Jacobs Levy Equity Management
New Jersey
$9.92M
CWA
1381
Clarity Wealth Advisors
California
$9.9M
OWP
1382
Obermeyer Wealth Partners
Colorado
$9.88M
AAS
1383
Ameritas Advisory Services
Nebraska
$9.87M
NF
1384
Nikulski Financial
Iowa
$9.84M
IA
1385
Integrity Alliance
Iowa
$9.83M
AG
1386
Advocate Group
Minnesota
$9.81M
AC
1387
Avestar Capital
New York
$9.8M
OAM
1388
Occidental Asset Management
California
$9.79M
GCA
1389
Greenwood Capital Associates
South Carolina
$9.77M
PTC
1390
Philadelphia Trust Company
Pennsylvania
$9.77M
ITIM
1391
Indiana Trust & Investment Management
Indiana
$9.73M
CAM
1392
Columbia Asset Management
Michigan
$9.73M
RA
1393
RFG Advisory
Alabama
$9.73M
KFBMI
1394
Kentucky Farm Bureau Mutual Insurance
Kentucky
$9.71M
AF
1395
Ally Financial
Michigan
$9.71M
AT
1396
American Trust
Kentucky
$9.68M
ST
1397
Somerset Trust
Pennsylvania
$9.68M
EGM
1398
Engineers Gate Manager
New York
$9.67M
FCMT
1399
Founders Capital Management (Texas)
Texas
$9.66M
UWM
1400
Udine Wealth Management
Florida
$9.66M