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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
SAM
1626
Socorro Asset Management
Texas
$7.59M
RP
1627
Rowlandmiller & Partners
Georgia
$7.59M
SF
1628
Symphony Financial
Texas
$7.59M
JF
1629
Jericho Financial
Ohio
$7.59M
KA
1630
Klingman & Associates
New York
$7.59M
EFG
1631
Ethos Financial Group
Pennsylvania
$7.58M
CFCI
1632
Comprehensive Financial Consultants Institutional
Indiana
$7.58M
ACM
1633
Alta Capital Management
Utah
$7.58M
GWP
1634
Gateway Wealth Partners
Wisconsin
$7.57M
MBT
1635
Montecito Bank & Trust
California
$7.56M
UCI
1636
Uncommon Cents Investing
Wisconsin
$7.54M
ST
1637
Sentinel Trust
Texas
$7.54M
QT
1638
Quantbot Technologies
New York
$7.54M
MW
1639
Marble Wealth
Alabama
$7.52M
WBWA
1640
William B. Walkup & Associates
South Carolina
$7.5M
BHWA
1641
Beacon Harbor Wealth Advisors
Virginia
$7.5M
LWM
1642
LJI Wealth Management
Indiana
$7.49M
AL
1643
Aspiriant LLC
California
$7.48M
AWM
1644
Aprio Wealth Management
Georgia
$7.48M
SC
1645
Skylands Capital
Wisconsin
$7.47M
KA
1646
Kovack Advisors
Florida
$7.45M
HWM
1647
Hohimer Wealth Management
Washington
$7.45M
MAWCM
1648
Mine & Arao Wealth Creation & Management
California
$7.44M
HAI
1649
Hennessy Advisors Inc
California
$7.44M
SB
1650
Strategic Blueprint
Georgia
$7.44M