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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
WIM
1476
WealthPlan Investment Management
Nebraska
$8.87M
OCAM
1477
Onex Canada Asset Management
Ontario, Canada
$8.86M
BGDI
1478
BW Gestao de Investimentos
Brazil
$8.83M
AH
1479
Allen Holding
New York
$8.82M
WTA
1480
Washington Trust Advisors
Massachusetts
$8.82M
CSA
1481
Cottage Street Advisors
Massachusetts
$8.82M
DA
1482
DCM Advisors
New York
$8.81M
SCP
1483
Sandhill Capital Partners
New York
$8.8M
RMSCM
1484
R.M. Sincerbeaux Capital Management
New York
$8.79M
RFN
1485
RDA Financial Network
Iowa
$8.76M
SMA
1486
Sage Mountain Advisors
Georgia
$8.74M
WE
1487
Wealth Effects
Massachusetts
$8.74M
HI
1488
Hoey Investments
Pennsylvania
$8.74M
DWM
1489
Dynasty Wealth Management
Florida
$8.73M
HWMO
1490
Heritage Wealth Management (Ohio)
Ohio
$8.73M
DDC
1491
DF Dent & Co
Maryland
$8.73M
BKA
1492
Brick & Kyle Associates
Pennsylvania
$8.7M
ANB
1493
Amarillo National Bank
Texas
$8.7M
HKIM
1494
Hayek Kallen Investment Management
Alabama
$8.7M
FIB
1495
First Interstate Bank
Montana
$8.68M
BOH
1496
Bank of Hawaii
Hawaii
$8.68M
BAM
1497
Bell Asset Management
Australia
$8.68M
AIM
1498
AMI Investment Management
Indiana
$8.67M
FAM
1499
Formidable Asset Management
Ohio
$8.67M
CF
1500
Concorde Financial
Texas
$8.66M