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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
SS
1576
Sunbelt Securities
Texas
$8.11M
ATI
1577
Act Two Investors
California
$8.09M
ESB
1578
Essex Savings Bank
Connecticut
$8.08M
CIG
1579
Consolidated Investment Group
Colorado
$8.08M
CWM
1580
Cornerstone Wealth Management
Missouri
$8.07M
CIAS
1581
Capital Investment Advisory Services
North Carolina
$8.06M
SI
1582
Sava Infond
Slovenia
$8.06M
HIC
1583
Holderness Investments Company
North Carolina
$8.05M
BIM
1584
Brentview Investment Management
Illinois
$8.04M
UHC
1585
Union Heritage Capital
Michigan
$8.03M
CWM
1586
Connecticut Wealth Management
Connecticut
$8.03M
MA
1587
Modus Advisors
Minnesota
$8.01M
ZF
1588
Zhang Financial
Michigan
$8M
OFA
1589
Oak Family Advisors
Illinois
$7.98M
RBC
1590
Romano Brothers & Co
Illinois
$7.98M
DE
1591
Diversified Enterprises
Delaware
$7.98M
CFIA
1592
Cantor Fitzgerald Investment Advisors
New York
$7.95M
MCCA
1593
Mill Creek Capital Advisors
Pennsylvania
$7.95M
EFG
1594
Everhart Financial Group
Ohio
$7.93M
HCM
1595
Hengehold Capital Management
Ohio
$7.93M
CWM
1596
CMH Wealth Management
New Hampshire
$7.92M
BMA
1597
Brooks Moore & Associates
Tennessee
$7.9M
ADL
1598
Asset Dedication LLC
California
$7.9M
IAMOG
1599
Investors Asset Management of Georgia
Georgia
$7.9M
SCM
1600
Sitrin Capital Management
California
$7.89M