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JPMorgan Chase

5,045 hedge funds and large institutions have $573B invested in JPMorgan Chase in 2026 Q1 according to their latest regulatory filings, with 204 funds opening new positions, 2,112 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 → $573B (-$67.4B)

16% less funds holding in top 10

Funds holding in top 10: 939793 (-146)

25% less call options, than puts

Call options by funds: $8.1B | Put options by funds: $10.8B

Holders
5,045
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
793
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
MNBTD
1751
Moody National Bank Trust Division
Texas
$6.67M
TM
1752
TigerOak Management
New Mexico
$6.67M
GCA
1753
Gradient Capital Advisors
California
$6.67M
CFP
1754
Catalyst Financial Partners
Massachusetts
$6.67M
SGCA
1755
Steel Grove Capital Advisors
Tennessee
$6.67M
RCWM
1756
Royal Capital Wealth Management
Indiana
$6.65M
KC
1757
Kepler Cheuvreux
$6.64M
NG
1758
NatWest Group
United Kingdom
$6.62M
RSA
1759
River Street Advisors
Illinois
$6.61M
TPWA
1760
TRUE Private Wealth Advisors
Oregon
$6.6M
MC
1761
Mathes Company
New York
$6.59M
FFA
1762
Fragasso Financial Advisors
Pennsylvania
$6.58M
SIA
1763
Strategic Investment Advisors
Michigan
$6.58M
FMI
1764
Frec Markets Inc
California
$6.56M
CAIM
1765
Catherine Avery Investment Management
Florida
$6.55M
PIP
1766
Peachtree Investment Partners
Florida
$6.55M
SWA
1767
SOA Wealth Advisors
New York
$6.54M
TPI
1768
Trust Point Inc
Wisconsin
$6.54M
V
1769
VeraBank
Texas
$6.53M
KFI
1770
Key Financial Inc
Pennsylvania
$6.49M
VanEck Associates
1771
VanEck Associates
New York
$6.48M
PEAK6
1772
PEAK6
Illinois
$6.48M
BRCM
1773
Bright Rock Capital Management
Massachusetts
$6.47M
HI
1774
Hudock Inc
Pennsylvania
$6.47M
MCCP
1775
Mission Creek Capital Partners
California
$6.47M