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