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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
FBC
2026
Fairfield, Bush & Co
Connecticut
$5M
TWP
2027
Triad Wealth Partners
Kansas
$5M
BCM
2028
Boltwood Capital Management
California
$5M
MHWM
2029
Montz Harcus Wealth Management
Louisiana
$4.98M
MFS
2030
Mattson Financial Services
Michigan
$4.98M
TC
2031
Tannin Capital
North Carolina
$4.97M
TWM
2032
Tradition Wealth Management
Minnesota
$4.97M
BCA
2033
Bay Colony Advisors
Massachusetts
$4.96M
TCM
2034
Triumph Capital Management
Colorado
$4.96M
WA
2035
WP Advisors
California
$4.95M
SP
2036
Stonebrook Private
Michigan
$4.95M
LA
2037
Legacy Advisors
Pennsylvania
$4.94M
PE
2038
PCM Encore
Colorado
$4.93M
BCM
2039
Blume Capital Management
California
$4.93M
IF
2040
Integrity Financial
Wyoming
$4.92M
NAS
2041
NWF Advisory Services
California
$4.92M
IAS
2042
Investment Advisory Services
Texas
$4.91M
SC
2043
Searle & Co
Connecticut
$4.91M
SICM
2044
Sustainable Insight Capital Management
New York
$4.9M
C
2045
Certuity
Florida
$4.89M
NI
2046
Natural Investments
California
$4.87M
BCM
2047
Brasada Capital Management
Texas
$4.87M
FFS
2048
Founders Financial Securities
Maryland
$4.86M
KM
2049
KP Management
Minnesota
$4.86M
4WM
2050
44 Wealth Management
Oregon
$4.86M