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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
PCM
1501
Patient Capital Management
Maryland
$8.64M
UOTTAIMCU
1502
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$8.64M
KLCM
1503
KG&L Capital Management
Louisiana
$8.63M
EGA
1504
E&G Advisors
Texas
$8.63M
MWAM
1505
Manhattan West Asset Management
California
$8.63M
RCM
1506
RB Capital Management
Nevada
$8.61M
SPC
1507
Spirepoint Private Client
Florida
$8.59M
HFM
1508
Hartford Financial Management
Connecticut
$8.58M
RFWA
1509
RPg Family Wealth Advisory
Massachusetts
$8.57M
AFP
1510
Ausdal Financial Partners
Iowa
$8.57M
TW
1511
Titan Wealth
$8.57M
PJSIMP
1512
P.J. Schmidt Investment Management (PJS)
Wisconsin
$8.53M
SMI
1513
Shelter Mutual Insurance
Missouri
$8.53M
ZCI
1514
Zevenbergen Capital Investments
Washington
$8.53M
HPIA
1515
Hamilton Point Investment Advisors
North Carolina
$8.53M
IA
1516
IFC Advisors
California
$8.52M
AWM
1517
Avaii Wealth Management
Wisconsin
$8.51M
WPIC
1518
White Pine Investment Company
Michigan
$8.51M
MCM
1519
MV Capital Management
Maryland
$8.5M
CT
1520
Coastline Trust
Rhode Island
$8.5M
HA
1521
Herold Advisors
New York
$8.5M
HNW
1522
High Note Wealth
Minnesota
$8.49M
KJHP
1523
K.J. Harrison & Partners
Ontario, Canada
$8.49M
HRC
1524
Hoertkorn Richard Charles
$8.48M
PGWM
1525
Parisi Gray Wealth Management
New Jersey
$8.47M