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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
OCAM
1476
Onex Canada Asset Management
Ontario, Canada
$8.86M
BGDI
1477
BW Gestao de Investimentos
Brazil
$8.83M
AH
1478
Allen Holding
New York
$8.82M
WTA
1479
Washington Trust Advisors
Massachusetts
$8.82M
CSA
1480
Cottage Street Advisors
Massachusetts
$8.82M
DA
1481
DCM Advisors
New York
$8.81M
SCP
1482
Sandhill Capital Partners
New York
$8.8M
RMSCM
1483
R.M. Sincerbeaux Capital Management
New York
$8.79M
RFN
1484
RDA Financial Network
Iowa
$8.76M
SMA
1485
Sage Mountain Advisors
Georgia
$8.74M
WE
1486
Wealth Effects
Massachusetts
$8.74M
HI
1487
Hoey Investments
Pennsylvania
$8.74M
DWM
1488
Dynasty Wealth Management
Florida
$8.73M
HWMO
1489
Heritage Wealth Management (Ohio)
Ohio
$8.73M
DDC
1490
DF Dent & Co
Maryland
$8.73M
ANB
1491
Amarillo National Bank
Texas
$8.7M
HKIM
1492
Hayek Kallen Investment Management
Alabama
$8.7M
FIB
1493
First Interstate Bank
Montana
$8.68M
BOH
1494
Bank of Hawaii
Hawaii
$8.68M
BAM
1495
Bell Asset Management
Australia
$8.68M
AIM
1496
AMI Investment Management
Indiana
$8.67M
FAM
1497
Formidable Asset Management
Ohio
$8.67M
CF
1498
Concorde Financial
Texas
$8.66M
ACM
1499
Argyle Capital Management
Pennsylvania
$8.66M
PAM
1500
Paradigm Asset Management
New York
$8.65M