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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
DA
1776
Dover Advisors
Virginia
$6.43M
DA
1777
Doliver Advisors
Texas
$6.42M
SIC
1778
Shoker Investment Counsel
Ohio
$6.42M
MG
1779
Mather Group
Illinois
$6.41M
LAM
1780
LOM Asset Management
$6.4M
TBNY
1781
Trustco Bank (New York)
New York
$6.4M
BOS
1782
Bank of Stockton
California
$6.39M
GCM
1783
Gables Capital Management
Florida
$6.38M
ORC
1784
O'Rourke & Company
Massachusetts
$6.38M
LBWM
1785
Left Brain Wealth Management
Illinois
$6.37M
ECML
1786
Eagle Capital Management (Louisiana)
Louisiana
$6.36M
PWS
1787
Peloton Wealth Strategists
Indiana
$6.35M
BMC
1788
Beaton Management Company
Massachusetts
$6.34M
APG
1789
Abacus Planning Group
South Carolina
$6.33M
PCM
1790
Princeton Capital Management
New Jersey
$6.33M
PRA
1791
Pine Ridge Advisers
New York
$6.32M
CPRC
1792
Consolidated Portfolio Review Corp
New York
$6.32M
SIA
1793
SGL Investment Advisors
Montana
$6.32M
NCM
1794
NCM Capital Management
New Jersey
$6.32M
PDL
1795
Portfolio Design Labs
California
$6.31M
KTC
1796
Kentucky Trust Company
Kentucky
$6.3M
WPW
1797
Waldron Private Wealth
Pennsylvania
$6.3M
CFMC
1798
Curbstone Financial Management Corp
New Hampshire
$6.3M
Financial Engines Advisors
1799
Financial Engines Advisors
California
$6.3M
TCP
1800
TMB Capital Partners
Arkansas
$6.28M