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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
OPA
1651
Old Port Advisors
Maine
$7.44M
IWA
1652
IBEX Wealth Advisors
New Jersey
$7.42M
WIS
1653
Wright Investors Service
Connecticut
$7.42M
AW
1654
Atlas Wealth
Ohio
$7.41M
GS
1655
GTS Securities
New York
$7.41M
BOPW
1656
Brandywine Oak Private Wealth
Pennsylvania
$7.41M
PP
1657
Pacifica Partners
Canada
$7.37M
PIWA
1658
Prevail Innovative Wealth Advisors
Kansas
$7.36M
AFA
1659
Arlington Financial Advisors
California
$7.36M
KF
1660
Krilogy Financial
Missouri
$7.36M
EML
1661
Eos Management LP
New York
$7.35M
BP
1662
Baypointe Partners
Connecticut
$7.35M
NB
1663
Northwest Bancshares
Pennsylvania
$7.34M
CBB
1664
Citizens Business Bank
California
$7.33M
SHA
1665
Seneca House Advisors
Virginia
$7.32M
FLI
1666
Family Legacy Inc
South Carolina
$7.3M
AIMA
1667
Ables Iannone Moore & Associates
Georgia
$7.3M
SFS
1668
Strategic Financial Services
New York
$7.29M
DIA
1669
Dean Investment Associates
Ohio
$7.29M
Kayne Anderson Rudnick Investment Management
1670
Kayne Anderson Rudnick Investment Management
California
$7.29M
BLC
1671
Brown, Lisle/Cummings
Rhode Island
$7.29M
SSI
1672
Scott & Selber Inc
Texas
$7.27M
MVA
1673
Mount Vernon Associates
Maryland
$7.25M
SBFM
1674
S-Bank Fund Management
Finland
$7.25M
SEIA
1675
Signature Estate & Investment Advisors
California
$7.24M