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