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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
BA
1426
Baugh & Associates
Georgia
$9.22M
HCM
1427
Hall Capital Management
Rhode Island
$9.21M
PTP
1428
Platform Technology Partners
New York
$9.2M
CPW
1429
Cove Private Wealth
New York
$9.19M
AOWM
1430
Alpha Omega Wealth Management
Virginia
$9.18M
TAM
1431
Trust Asset Management
Texas
$9.18M
CW
1432
CreativeOne Wealth
Kansas
$9.18M
A
1433
Argentarii
Ohio
$9.17M
HIM
1434
Hillsdale Investment Management
Ontario, Canada
$9.16M
CCA
1435
Cooper Capital Advisors
California
$9.15M
BSC
1436
Brown Shipley & Co
United Kingdom
$9.14M
NAM
1437
NTV Asset Management
West Virginia
$9.14M
NONA
1438
Ninety One North America
New York
$9.12M
HWA
1439
HCR Wealth Advisors
California
$9.11M
AAMA
1440
Advanced Asset Management Advisors
Ohio
$9.11M
ICP
1441
Ironvine Capital Partners
Nebraska
$9.11M
AC
1442
Addison Capital
Pennsylvania
$9.1M
CA
1443
CoreCap Advisors
Michigan
$9.1M
FMB
1444
Field & Main Bank
Kentucky
$9.1M
GLR
1445
Great Lakes Retirement
Ohio
$9.09M
AWA
1446
Arete Wealth Advisors
Illinois
$9.08M
FFA
1447
Founders Financial Alliance
North Carolina
$9.08M
EW
1448
Evexia Wealth
Wisconsin
$9.07M
LRPA
1449
L. Roy Papp & Associates
Arizona
$9.06M
CWP
1450
Concord Wealth Partners
Virginia
$9.05M