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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
NPT
1801
National Philanthropic Trust
Pennsylvania
$6.28M
IP
1802
Indivisible Partners
Florida
$6.27M
NL
1803
NWAM LLC
Washington
$6.24M
BCFS
1804
Butensky & Cohen Financial Security
Florida
$6.24M
UB
1805
Umpqua Bank
Oregon
$6.24M
FWM
1806
Finer Wealth Management
Massachusetts
$6.23M
CLA
1807
Carnegie Lake Advisors
New Jersey
$6.23M
MPIA
1808
Mountain Pacific Investment Advisers
Idaho
$6.22M
MCM
1809
Marathon Capital Management
Maryland
$6.21M
WC
1810
Wynn Capital
Georgia
$6.21M
HA
1811
Huntleigh Advisors
Missouri
$6.21M
SCM
1812
Seascape Capital Management
New Hampshire
$6.2M
DFA
1813
Delta Financial Advisors
Louisiana
$6.2M
SIAG
1814
Signet Investment Advisory Group
Rhode Island
$6.2M
CCA
1815
Carrera Capital Advisors
Michigan
$6.18M
AIMCA
1816
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$6.18M
VWM
1817
Vertrix Wealth Management
Michigan
$6.17M
SIM
1818
Studio Investment Management
Illinois
$6.17M
IAS
1819
IMA Advisory Services
Colorado
$6.16M
PWA
1820
Providence Wealth Advisors
Illinois
$6.15M
SLT
1821
St Louis Trust
Missouri
$6.15M
NG
1822
Novem Group
New York
$6.14M
PMA
1823
Prudent Man Advisors
Illinois
$6.13M
SFA
1824
Souders Financial Advisors
Ohio
$6.13M
EWM
1825
EPG Wealth Management
Georgia
$6.12M