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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
SCM
1726
Stevens Capital Management
Pennsylvania
$6.85M
SIAP
1727
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$6.84M
PBC
1728
Pavion Blue Capital
California
$6.79M
SOAMC
1729
Spirit of America Management Corp
New York
$6.79M
HAC
1730
Harbor Advisory Corp
New Hampshire
$6.79M
BEC
1731
Blue Edge Capital
Virginia
$6.79M
SLC
1732
Second Line Capital
Louisiana
$6.77M
GKWIM
1733
Gerber Kawasaki Wealth & Investment Management
California
$6.77M
PCTC
1734
Perkins Coie Trust Company
Washington
$6.77M
MCC
1735
Malaga Cove Capital
California
$6.77M
UAG
1736
United Advisor Group
Ohio
$6.77M
EC
1737
Enhancing Capital
Pennsylvania
$6.77M
LS
1738
Leelyn Smith
Illinois
$6.76M
VWMG
1739
Virginia Wealth Management Group
Virginia
$6.75M
MAM
1740
Montchanin Asset Management
Delaware
$6.75M
EPW
1741
Evergreen Private Wealth
Colorado
$6.74M
CCP
1742
Cane Capital Partners
Louisiana
$6.74M
MCWS
1743
McKinley Carter Wealth Services
West Virginia
$6.73M
CIA
1744
Cohen Investment Advisors
New Hampshire
$6.72M
AA
1745
Armis Advisers
Georgia
$6.72M
NSB
1746
Norway Savings Bank
Maine
$6.71M
SCM
1747
Silvant Capital Management
Georgia
$6.68M
NPA
1748
Nichols & Pratt Advisers
Massachusetts
$6.68M
RAM
1749
Ramirez Asset Management
New York
$6.68M
MNBTD
1750
Moody National Bank Trust Division
Texas
$6.67M