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JPMorgan Chase

5,034 hedge funds and large institutions have $572B invested in JPMorgan Chase in 2026 Q1 according to their latest regulatory filings, with 202 funds opening new positions, 2,110 increasing their positions, 2,266 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: 937789 (-148)

25% less call options, than puts

Call options by funds: $8.1B | Put options by funds: $10.8B

Holders
5,034
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
789
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
VFM
2051
Vision Financial Markets
Connecticut
$4.83M
MIM
2052
Marshall Investment Management
Colorado
$4.82M
ZI
2053
ZEGA Investments
Florida
$4.81M
CCM
2054
Condor Capital Management
New Jersey
$4.79M
TCM
2055
Tandem Capital Management
New Jersey
$4.77M
RFA
2056
Resurgent Financial Advisors
Georgia
$4.75M
FCA
2057
FLC Capital Advisors
California
$4.74M
LFP
2058
Leeward Financial Partners
Washington
$4.74M
MC
2059
Martin & Co
Tennessee
$4.74M
PL
2060
Perpetual Ltd
Australia
$4.74M
CTC
2061
Cetera Trust Company
Minnesota
$4.73M
HVP
2062
Hudson Value Partners
Florida
$4.73M
BFPW
2063
BOK Financial Private Wealth
Colorado
$4.72M
WA
2064
Wealth Alliance
New York
$4.71M
LGA
2065
Lebenthal Global Advisors
New York
$4.71M
CFA
2066
Churchill Financial Advisors
Kentucky
$4.71M
FAMI
2067
Fideuram Asset Management (Ireland)
$4.7M
BFA
2068
Beaumont Financial Advisors
Massachusetts
$4.7M
CC
2069
Centiva Capital
New York
$4.7M
IWA
2070
Invera Wealth Advisors
Oregon
$4.7M
VNT
2071
Vanguard National Trust
Pennsylvania
$4.69M
SC
2072
SummitTX Capital
Texas
$4.69M
CB
2073
CNB Bank
Pennsylvania
$4.68M
CCG
2074
Chatham Capital Group
Georgia
$4.67M
OMC
2075
Overbrook Management Corp
New York
$4.66M