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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
DM
1876
Diversified Management
Wisconsin
$5.86M
FCM
1877
Fire Capital Management
California
$5.85M
FM
1878
Family Management
New York
$5.84M
IP
1879
Intellectus Partners
California
$5.83M
OA
1880
Oasis Advisors
Iowa
$5.82M
NF
1881
Nvest Financial
New Hampshire
$5.8M
GFG
1882
Goldstone Financial Group
Illinois
$5.78M
SAM
1883
Synergy Asset Management
Washington
$5.77M
AOWM
1884
Asset One Wealth Management
Washington
$5.77M
MTIC
1885
Missouri Trust & Investment Company
Missouri
$5.76M
CA
1886
Continuum Advisory
Idaho
$5.76M
CCWM
1887
Cassaday & Co Wealth Management
Virginia
$5.76M
ACM
1888
Ayrshire Capital Management
Connecticut
$5.75M
DMKJ
1889
David M. Knott Jr
$5.73M
BWM
1890
BKM Wealth Management
Wisconsin
$5.72M
MM
1891
Morangie Management
Florida
$5.72M
MWA
1892
Midland Wealth Advisors
Illinois
$5.72M
CIAS
1893
CFS Investment Advisory Services
New Jersey
$5.71M
TIAA Trust, National Association
1894
TIAA Trust, National Association
North Carolina
$5.7M
TNA
1895
True North Advisors
Texas
$5.69M
EWS
1896
Evergreen Wealth Solutions
Pennsylvania
$5.69M
HCM
1897
Huber Capital Management
California
$5.69M
PPG
1898
Peak Planning Group
Colorado
$5.69M
HPCM
1899
Hunter Perkins Capital Management
Illinois
$5.67M
KAS
1900
KPP Advisory Services
Kentucky
$5.67M