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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
LDB
1551
Lee, Danner & Bass
Tennessee
$8.27M
TBT
1552
Texas Bank & Trust
Texas
$8.27M
PWAM
1553
Private Wealth Asset Management
Iowa
$8.27M
AP
1554
Advisortrust Partners
North Carolina
$8.27M
DS
1555
DRW Securities
Illinois
$8.27M
ACS
1556
Archford Capital Strategies
Illinois
$8.26M
LC
1557
Lincoln Capital
Nebraska
$8.25M
ECM
1558
ExodusPoint Capital Management
New York
$8.25M
TPA
1559
Trivium Point Advisory
Connecticut
$8.25M
CWAG
1560
Compton Wealth Advisory Group
Virginia
$8.24M
LWA
1561
Lineweaver Wealth Advisors
Ohio
$8.24M
EFM
1562
E Fund Management
China
$8.23M
CPA
1563
Clear Point Advisors
New York
$8.22M
EHC
1564
Everett Harris & Co
California
$8.22M
PFA
1565
Pathway Financial Advisers
Indiana
$8.22M
BL
1566
BCWM LLC
Kansas
$8.21M
HEIP
1567
Hudson Edge Investment Partners
New Jersey
$8.2M
DW30
1568
Drucker Wealth 3.0
New Jersey
$8.2M
PPWP
1569
Premier Path Wealth Partners
New Jersey
$8.2M
AA
1570
Argent Advisors
Louisiana
$8.17M
CPA
1571
Capital Performance Advisors
California
$8.16M
SQA
1572
Simon Quick Advisors
New Jersey
$8.16M
RCIM
1573
Red Cedar Investment Management
Michigan
$8.15M
CAMV
1574
Concord Asset Management (Virginia)
Virginia
$8.13M
KIC
1575
Kensington Investment Counsel
California
$8.12M