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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
HRC
1526
Hoertkorn Richard Charles
$8.48M
PGWM
1527
Parisi Gray Wealth Management
New Jersey
$8.47M
PA
1528
Profund Advisors
Maryland
$8.46M
GBWM
1529
Granite Bay Wealth Management
New Hampshire
$8.45M
IIC
1530
Ironwood Investment Counsel
Arizona
$8.44M
MIM
1531
MTM Investment Management
South Carolina
$8.44M
KCP
1532
Kera Capital Partners
California
$8.43M
SIM
1533
Seaview Investment Managers
Florida
$8.41M
GWANC
1534
Guardian Wealth Advisors (North Carolina)
North Carolina
$8.41M
UBG
1535
United Bank (Georgia)
Georgia
$8.41M
ST
1536
Smithfield Trust
Pennsylvania
$8.4M
MSA
1537
Marino Stram & Associates
Massachusetts
$8.4M
GIM
1538
Generate Investment Management
New Zealand
$8.39M
MCA
1539
MSH Capital Advisors
Arizona
$8.38M
MAM
1540
Mirabaud Asset Management
United Kingdom
$8.37M
AIP
1541
Ameritas Investment Partners
Nebraska
$8.36M
CM
1542
Cercano Management
Washington
$8.35M
MIP
1543
Marietta Investment Partners
Wisconsin
$8.34M
BP
1544
BBR Partners
New York
$8.33M
TCA
1545
Trifecta Capital Advisors
Illinois
$8.33M
OL
1546
Owen LaRue
Kentucky
$8.33M
SSW
1547
Stone Summit Wealth
Florida
$8.31M
VCM
1548
Violich Capital Management
California
$8.29M
CIA
1549
Covington Investment Advisors
Pennsylvania
$8.28M
LFA
1550
Lauterbach Financial Advisors
Texas
$8.28M