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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
PA
1526
Profund Advisors
Maryland
$8.46M
GBWM
1527
Granite Bay Wealth Management
New Hampshire
$8.45M
IIC
1528
Ironwood Investment Counsel
Arizona
$8.44M
MIM
1529
MTM Investment Management
South Carolina
$8.44M
KCP
1530
Kera Capital Partners
California
$8.43M
SIM
1531
Seaview Investment Managers
Florida
$8.41M
GWANC
1532
Guardian Wealth Advisors (North Carolina)
North Carolina
$8.41M
UBG
1533
United Bank (Georgia)
Georgia
$8.41M
ST
1534
Smithfield Trust
Pennsylvania
$8.4M
MSA
1535
Marino Stram & Associates
Massachusetts
$8.4M
GIM
1536
Generate Investment Management
New Zealand
$8.39M
MCA
1537
MSH Capital Advisors
Arizona
$8.38M
MAM
1538
Mirabaud Asset Management
United Kingdom
$8.37M
AIP
1539
Ameritas Investment Partners
Nebraska
$8.36M
CM
1540
Cercano Management
Washington
$8.35M
MIP
1541
Marietta Investment Partners
Wisconsin
$8.34M
BP
1542
BBR Partners
New York
$8.33M
TCA
1543
Trifecta Capital Advisors
Illinois
$8.33M
OL
1544
Owen LaRue
Kentucky
$8.33M
SSW
1545
Stone Summit Wealth
Florida
$8.31M
VCM
1546
Violich Capital Management
California
$8.29M
CIA
1547
Covington Investment Advisors
Pennsylvania
$8.28M
LFA
1548
Lauterbach Financial Advisors
Texas
$8.28M
LDB
1549
Lee, Danner & Bass
Tennessee
$8.27M
TBT
1550
Texas Bank & Trust
Texas
$8.27M