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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
BFO
1951
Biltmore Family Office
North Carolina
$5.4M
MFA
1952
Mayflower Financial Advisors
Massachusetts
$5.39M
MCM
1953
Maltese Capital Management
New York
$5.39M
HW
1954
Hedeker Wealth
Illinois
$5.38M
MIM
1955
Moseley Investment Management
Florida
$5.38M
BDS
1956
Banco de Sabadell
Florida
$5.38M
GPA
1957
Guerra Pan Advisors
New Jersey
$5.38M
SM
1958
Sweeney & Michel
California
$5.38M
NDSI
1959
Newman Dignan & Sheerar Inc
Rhode Island
$5.37M
WCM
1960
Wisconsin Capital Management
Wisconsin
$5.37M
FWM
1961
Forza Wealth Management
Florida
$5.36M
AEPWM
1962
Atlantic Edge Private Wealth Management
Florida
$5.36M
FI
1963
Firetrail Investments
Australia
$5.35M
SLWA
1964
San Luis Wealth Advisors
California
$5.34M
HAG
1965
HF Advisory Group
Maryland
$5.33M
GWM
1966
Graybill Wealth Management
Illinois
$5.33M
LAM
1967
L2 Asset Management
Massachusetts
$5.32M
EWM
1968
Evermay Wealth Management
Virginia
$5.3M
NWM
1969
Northcape Wealth Management
New York
$5.3M
KCM
1970
Kathmere Capital Management
Pennsylvania
$5.29M
OAM
1971
Oak Asset Management
California
$5.29M
HDIM
1972
Hanson & Doremus Investment Management
Vermont
$5.29M
SHFG
1973
S Harris Financial Group
Texas
$5.28M
RBA
1974
Richard Bernstein Advisors
New York
$5.28M
LCM
1975
Leisure Capital Management
California
$5.27M