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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
LOIM
1976
Liberty One Investment Management
Illinois
$5.27M
TP
1977
Tranquility Partners
Tennessee
$5.26M
PWG
1978
Portside Wealth Group
Utah
$5.26M
MCA
1979
Magnolia Capital Advisors
Mississippi
$5.25M
AIM
1980
Advyzon Investment Management
Illinois
$5.24M
HBT
1981
Heartland Bank & Trust
Illinois
$5.23M
DA
1982
Denali Advisors
California
$5.23M
WC
1983
Westerkirk Capital
$5.22M
OL
1984
Optas LLC
Texas
$5.22M
WFA
1985
Wellspring Financial Advisors
Ohio
$5.22M
ARC
1986
Advisor Resource Council
Texas
$5.21M
IFPG
1987
Intrepid Financial Planning Group
Indiana
$5.21M
DACS
1988
Dymon Asia Capital (Singapore)
Singapore
$5.2M
SFG
1989
Snider Financial Group
Washington
$5.2M
YDMI
1990
Y.D. More Investments
Israel
$5.19M
3IP
1991
3Chopt Investment Partners
Virginia
$5.18M
FMTCOCP
1992
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$5.17M
CBT
1993
Central Bank & Trust
Kentucky
$5.15M
MUAMU
1994
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$5.15M
BCM
1995
Brookmont Capital Management
Texas
$5.14M
JWM
1996
Jessup Wealth Management
Ohio
$5.14M
ABWM
1997
Alpine Bank Wealth Management
Colorado
$5.12M
RCA
1998
Ranch Capital Advisors
Florida
$5.12M
KP
1999
Keel Point
Alabama
$5.12M
AWM
2000
Aries Wealth Management
Maine
$5.12M