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JPMorgan Chase

5,034 hedge funds and large institutions have $572B invested in JPMorgan Chase in 2026 Q1 according to their latest regulatory filings, with 202 funds opening new positions, 2,110 increasing their positions, 2,266 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: 937789 (-148)

25% less call options, than puts

Call options by funds: $8.1B | Put options by funds: $10.8B

Holders
5,034
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
789
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
WIS
1651
Wright Investors Service
Connecticut
$7.42M
AW
1652
Atlas Wealth
Ohio
$7.41M
GS
1653
GTS Securities
New York
$7.41M
BOPW
1654
Brandywine Oak Private Wealth
Pennsylvania
$7.41M
PP
1655
Pacifica Partners
Canada
$7.37M
PIWA
1656
Prevail Innovative Wealth Advisors
Kansas
$7.36M
AFA
1657
Arlington Financial Advisors
California
$7.36M
KF
1658
Krilogy Financial
Missouri
$7.36M
EML
1659
Eos Management LP
New York
$7.35M
BP
1660
Baypointe Partners
Connecticut
$7.35M
NB
1661
Northwest Bancshares
Pennsylvania
$7.34M
CBB
1662
Citizens Business Bank
California
$7.33M
SHA
1663
Seneca House Advisors
Virginia
$7.32M
FLI
1664
Family Legacy Inc
South Carolina
$7.3M
AIMA
1665
Ables Iannone Moore & Associates
Georgia
$7.3M
SFS
1666
Strategic Financial Services
New York
$7.29M
DIA
1667
Dean Investment Associates
Ohio
$7.29M
Kayne Anderson Rudnick Investment Management
1668
Kayne Anderson Rudnick Investment Management
California
$7.29M
BLC
1669
Brown, Lisle/Cummings
Rhode Island
$7.29M
SSI
1670
Scott & Selber Inc
Texas
$7.27M
MVA
1671
Mount Vernon Associates
Maryland
$7.25M
SBFM
1672
S-Bank Fund Management
Finland
$7.25M
SEIA
1673
Signature Estate & Investment Advisors
California
$7.24M
DCM
1674
Dudley Capital Management
Virginia
$7.23M
HIIFS
1675
Harel Insurance Investments & Financial Services
Israel
$7.22M