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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
CWMK
1701
Caliber Wealth Management (Kansas)
Kansas
$7.01M
AI
1702
Arvest Investments
Arkansas
$6.99M
RZH
1703
Relyea Zuckerberg Hanson
Connecticut
$6.97M
SCM
1704
Sone Capital Management
New York
$6.97M
IA
1705
Icon Advisers
Colorado
$6.97M
MFC
1706
Mechanics Financial Corp
Ohio
$6.96M
CRCM
1707
Crystal Rock Capital Management
Illinois
$6.96M
MCB
1708
Morton Community Bank
Illinois
$6.95M
PMSA
1709
Patrick M. Sweeney & Associates
Illinois
$6.95M
SAM
1710
Sagewood Asset Management
New York
$6.94M
NG
1711
Norden Group
Utah
$6.93M
1IA
1712
1834 Investment Advisors
Wisconsin
$6.93M
GSB
1713
Greenfield Savings Bank
Massachusetts
$6.93M
TSWM
1714
Triangle Securities Wealth Management
North Carolina
$6.91M
SSWM
1715
Sheets Smith Wealth Management
North Carolina
$6.91M
MCP
1716
Martin Capital Partners
Oregon
$6.9M
SWM
1717
Scissortail Wealth Management
Oklahoma
$6.9M
RW
1718
Rockport Wealth
Ohio
$6.9M
PRS
1719
Pinkerton Retirement Specialists
Idaho
$6.89M
RSS
1720
Rosenblum Silverman Sutton
California
$6.89M
GJWM
1721
Gilliland Jeter Wealth Management
Arkansas
$6.86M
AO
1722
Advisor OS
Illinois
$6.85M
KIM
1723
Kestra Investment Management
Texas
$6.85M
SCM
1724
Stevens Capital Management
Pennsylvania
$6.85M
SIAP
1725
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$6.84M