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JPMorgan Chase

5,044 hedge funds and large institutions have $572B invested in JPMorgan Chase in 2026 Q1 according to their latest regulatory filings, with 204 funds opening new positions, 2,111 increasing their positions, 2,271 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: 938792 (-146)

25% less call options, than puts

Call options by funds: $8.1B | Put options by funds: $10.8B

Holders
5,044
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
792
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
CWP
1451
Concord Wealth Partners
Virginia
$9.05M
AFM
1452
Abbot Financial Management
Massachusetts
$9.05M
PWM
1453
Palumbo Wealth Management
New York
$9.04M
MMPW
1454
Mitchell McLeod Pugh & Williams
Alabama
$9.04M
SL
1455
Sentinus LLC
Illinois
$9.03M
CCT
1456
Chemung Canal Trust
New York
$9.03M
HLCM
1457
Hi-Line Capital Management
South Dakota
$9.01M
RFMS
1458
RWQ Financial Management Services
Florida
$9.01M
GFG
1459
Greystone Financial Group
Michigan
$9M
JSL
1460
JT Stratford LLC
Georgia
$8.99M
ACM
1461
Aquatic Capital Management
Illinois
$8.99M
BBA
1462
Baader Bank Aktiengesellschaft
Germany
$8.98M
MLIC
1463
Mandatum Life Insurance Company
Finland
$8.97M
LSPW
1464
Lake Street Private Wealth
Illinois
$8.96M
DIM
1465
DLK Investment Management
California
$8.94M
MA
1466
MSA Advisors
California
$8.94M
MYLI
1467
Meiji Yasuda Life Insurance
Japan
$8.94M
GBT
1468
Grove Bank & Trust
Florida
$8.94M
WAS
1469
Westco Advisory Services
New York
$8.94M
PG
1470
Patten Group
Tennessee
$8.93M
PFM
1471
Phillips Financial Management
Indiana
$8.92M
CCA
1472
Checchi Capital Advisers
California
$8.9M
CST
1473
Charles Schwab Trust
Nevada
$8.89M
BWM
1474
BigSur Wealth Management
Florida
$8.88M
HZ
1475
Hixon Zuercher
Ohio
$8.88M