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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
MC
1776
Marest Capital
California
$6.46M
MCM
1777
McRae Capital Management
New Jersey
$6.45M
SS
1778
SBI Securities
Japan
$6.44M
DA
1779
Dover Advisors
Virginia
$6.43M
DA
1780
Doliver Advisors
Texas
$6.42M
SIC
1781
Shoker Investment Counsel
Ohio
$6.42M
MG
1782
Mather Group
Illinois
$6.41M
LAM
1783
LOM Asset Management
$6.4M
TBNY
1784
Trustco Bank (New York)
New York
$6.4M
BOS
1785
Bank of Stockton
California
$6.39M
GCM
1786
Gables Capital Management
Florida
$6.38M
ORC
1787
O'Rourke & Company
Massachusetts
$6.38M
LBWM
1788
Left Brain Wealth Management
Illinois
$6.37M
ECML
1789
Eagle Capital Management (Louisiana)
Louisiana
$6.36M
PWS
1790
Peloton Wealth Strategists
Indiana
$6.35M
BMC
1791
Beaton Management Company
Massachusetts
$6.34M
APG
1792
Abacus Planning Group
South Carolina
$6.33M
PCM
1793
Princeton Capital Management
New Jersey
$6.33M
CPRC
1794
Consolidated Portfolio Review Corp
New York
$6.32M
PRA
1795
Pine Ridge Advisers
New York
$6.32M
SIA
1796
SGL Investment Advisors
Montana
$6.32M
NCM
1797
NCM Capital Management
New Jersey
$6.32M
PDL
1798
Portfolio Design Labs
California
$6.31M
KTC
1799
Kentucky Trust Company
Kentucky
$6.3M
WPW
1800
Waldron Private Wealth
Pennsylvania
$6.3M