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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
DCM
1676
Dudley Capital Management
Virginia
$7.23M
HIIFS
1677
Harel Insurance Investments & Financial Services
Israel
$7.22M
RWA
1678
Roberts Wealth Advisors
California
$7.21M
DCM
1679
Delta Capital Management
New Jersey
$7.19M
AF
1680
Arrow Financial
New York
$7.18M
TLP
1681
Trinity Legacy Partners
Texas
$7.17M
TCI
1682
Triveni Capital Investments
Connecticut
$7.17M
SWA
1683
Sax Wealth Advisors
New Jersey
$7.16M
MMG
1684
Monetary Management Group
Missouri
$7.16M
BMC
1685
Benin Management Corp
Connecticut
$7.16M
LT
1686
Legacy Trust
Michigan
$7.15M
AIM
1687
Athena Investment Management
California
$7.14M
TVPW
1688
Third View Private Wealth
Connecticut
$7.14M
RCG
1689
Regatta Capital Group
California
$7.12M
AB
1690
Atlas Brown
Kentucky
$7.1M
HA
1691
Harbor Advisors
Florida
$7.1M
GA
1692
GFS Advisors
Texas
$7.1M
FPF
1693
First Pacific Financial
Washington
$7.1M
JGCM
1694
Joseph Group Capital Management
Ohio
$7.07M
CI
1695
Cherokee Insurance
Michigan
$7.06M
BCM
1696
Bretton Capital Management
California
$7.06M
SF
1697
Slagle Financial
Illinois
$7.05M
WAS
1698
Winch Advisory Services
Wisconsin
$7.04M
SCI
1699
S&CO Inc
Massachusetts
$7.04M
FBT
1700
First Bankers Trust
Kentucky
$7.03M