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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
AAM
1851
Aureus Asset Management
Massachusetts
$5.97M
AIM
1852
Acropolis Investment Management
Missouri
$5.96M
AGWCA
1853
Annis Gardner Whiting Capital Advisors
Florida
$5.96M
PB
1854
Pinnacle Bancorp
Nebraska
$5.95M
SGI
1855
Summit Global Investments
Utah
$5.94M
COI
1856
Connable Office Inc
Michigan
$5.94M
MC
1857
Mirabaud & Cie
Switzerland
$5.94M
CNC
1858
Citizens & Northern Corp
Pennsylvania
$5.94M
TFA
1859
Trinity Financial Advisors
Ohio
$5.94M
I
1860
InvesTrust
Oklahoma
$5.94M
MA
1861
MONECO Advisors
Connecticut
$5.93M
TC
1862
TownSquare Capital
Utah
$5.93M
ATC
1863
Adirondack Trust Company
New York
$5.92M
TWP
1864
Tyche Wealth Partners
Texas
$5.92M
ACM
1865
Aljian Capital Management
Nevada
$5.9M
SA
1866
Sovran Advisors
California
$5.9M
DF
1867
DNCA Finance
France
$5.88M
GIM
1868
Gold Investment Management
Alberta, Canada
$5.88M
BTD
1869
BankPlus Trust Department
Mississippi
$5.88M
WAM
1870
Wakefield Asset Management
Colorado
$5.88M
NIP
1871
Nicholas Investment Partners
California
$5.87M
ICP
1872
Impact Capital Partners
Colorado
$5.86M
DM
1873
Diversified Management
Wisconsin
$5.86M
FCM
1874
Fire Capital Management
California
$5.85M
FM
1875
Family Management
New York
$5.84M