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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
AFM
1451
Abbot Financial Management
Massachusetts
$9.05M
PWM
1452
Palumbo Wealth Management
New York
$9.04M
MMPW
1453
Mitchell McLeod Pugh & Williams
Alabama
$9.04M
SL
1454
Sentinus LLC
Illinois
$9.03M
CCT
1455
Chemung Canal Trust
New York
$9.03M
HLCM
1456
Hi-Line Capital Management
South Dakota
$9.01M
RFMS
1457
RWQ Financial Management Services
Florida
$9.01M
GFG
1458
Greystone Financial Group
Michigan
$9M
JSL
1459
JT Stratford LLC
Georgia
$8.99M
ACM
1460
Aquatic Capital Management
Illinois
$8.99M
BBA
1461
Baader Bank Aktiengesellschaft
Germany
$8.98M
MLIC
1462
Mandatum Life Insurance Company
Finland
$8.97M
LSPW
1463
Lake Street Private Wealth
Illinois
$8.96M
DIM
1464
DLK Investment Management
California
$8.94M
MA
1465
MSA Advisors
California
$8.94M
MYLI
1466
Meiji Yasuda Life Insurance
Japan
$8.94M
GBT
1467
Grove Bank & Trust
Florida
$8.94M
WAS
1468
Westco Advisory Services
New York
$8.94M
PG
1469
Patten Group
Tennessee
$8.93M
PFM
1470
Phillips Financial Management
Indiana
$8.92M
CCA
1471
Checchi Capital Advisers
California
$8.9M
CST
1472
Charles Schwab Trust
Nevada
$8.89M
BWM
1473
BigSur Wealth Management
Florida
$8.88M
HZ
1474
Hixon Zuercher
Ohio
$8.88M
WIM
1475
WealthPlan Investment Management
Nebraska
$8.87M