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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
RWA
1676
Roberts Wealth Advisors
California
$7.21M
DCM
1677
Delta Capital Management
New Jersey
$7.19M
AF
1678
Arrow Financial
New York
$7.18M
TLP
1679
Trinity Legacy Partners
Texas
$7.17M
TCI
1680
Triveni Capital Investments
Connecticut
$7.17M
SWA
1681
Sax Wealth Advisors
New Jersey
$7.16M
MMG
1682
Monetary Management Group
Missouri
$7.16M
BMC
1683
Benin Management Corp
Connecticut
$7.16M
LT
1684
Legacy Trust
Michigan
$7.15M
AIM
1685
Athena Investment Management
California
$7.14M
TVPW
1686
Third View Private Wealth
Connecticut
$7.14M
RCG
1687
Regatta Capital Group
California
$7.12M
AB
1688
Atlas Brown
Kentucky
$7.1M
HA
1689
Harbor Advisors
Florida
$7.1M
GA
1690
GFS Advisors
Texas
$7.1M
FPF
1691
First Pacific Financial
Washington
$7.1M
JGCM
1692
Joseph Group Capital Management
Ohio
$7.07M
CI
1693
Cherokee Insurance
Michigan
$7.06M
BCM
1694
Bretton Capital Management
California
$7.06M
SF
1695
Slagle Financial
Illinois
$7.05M
WAS
1696
Winch Advisory Services
Wisconsin
$7.04M
SCI
1697
S&CO Inc
Massachusetts
$7.04M
FBT
1698
First Bankers Trust
Kentucky
$7.03M
AF
1699
AGP Franklin
Tennessee
$7.01M
HCM
1700
Hudson Capital Management
New Jersey
$7.01M