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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
MA
1601
MCF Advisors
Kentucky
$7.88M
NW
1602
Naviter Wealth
Arkansas
$7.88M
Group One Trading
1603
Group One Trading
Illinois
$7.86M
SW
1604
SkyOak Wealth
Michigan
$7.86M
KI
1605
KTF Investments
California
$7.84M
PKC
1606
Palmer Knight Company
Florida
$7.83M
QIM
1607
Quest Investment Management
Oregon
$7.82M
APIM
1608
Agate Pass Investment Management
Washington
$7.79M
FPB
1609
First PREMIER Bank
South Dakota
$7.78M
PCA
1610
Peddock Capital Advisors
Massachusetts
$7.77M
BL
1611
BFSG LLC
California
$7.75M
BWM
1612
BNC Wealth Management
Oregon
$7.74M
GLLW
1613
Graves Light Lenhart Wealth
Virginia
$7.73M
SW
1614
StrongBox Wealth
Missouri
$7.71M
MWM
1615
Mattern Wealth Management
Kansas
$7.68M
KF
1616
KKM Financial
Illinois
$7.68M
PWPS
1617
Pinnacle Wealth Planning Services
Ohio
$7.67M
AIS
1618
AM Investment Strategies
Tennessee
$7.65M
SAM
1619
Sompo Asset Management
Japan
$7.64M
IRAG
1620
Investment Research & Advisory Group
Georgia
$7.63M
BONH
1621
Bank of New Hampshire
New Hampshire
$7.63M
CAM
1622
Covenant Asset Management
New Jersey
$7.62M
CI
1623
Cigna Investments
Connecticut
$7.62M
MPPLM
1624
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$7.6M
CCM
1625
Consolidated Capital Management
California
$7.6M