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