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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
BSA
2051
Bull Street Advisors
Georgia
$4.85M
RE
2052
Rydar Equities
Texas
$4.84M
VFA
2053
Voya Financial Advisors
Connecticut
$4.84M
VFM
2054
Vision Financial Markets
Connecticut
$4.83M
MIM
2055
Marshall Investment Management
Colorado
$4.82M
ZI
2056
ZEGA Investments
Florida
$4.81M
CCM
2057
Condor Capital Management
New Jersey
$4.79M
TCM
2058
Tandem Capital Management
New Jersey
$4.77M
RFA
2059
Resurgent Financial Advisors
Georgia
$4.75M
FCA
2060
FLC Capital Advisors
California
$4.74M
LFP
2061
Leeward Financial Partners
Washington
$4.74M
MC
2062
Martin & Co
Tennessee
$4.74M
PL
2063
Perpetual Ltd
Australia
$4.74M
CTC
2064
Cetera Trust Company
Minnesota
$4.73M
HVP
2065
Hudson Value Partners
Florida
$4.73M
BFPW
2066
BOK Financial Private Wealth
Colorado
$4.72M
WA
2067
Wealth Alliance
New York
$4.71M
LGA
2068
Lebenthal Global Advisors
New York
$4.71M
CFA
2069
Churchill Financial Advisors
Kentucky
$4.71M
FAMI
2070
Fideuram Asset Management (Ireland)
$4.7M
BFA
2071
Beaumont Financial Advisors
Massachusetts
$4.7M
CC
2072
Centiva Capital
New York
$4.7M
IWA
2073
Invera Wealth Advisors
Oregon
$4.7M
VNT
2074
Vanguard National Trust
Pennsylvania
$4.69M
SC
2075
SummitTX Capital
Texas
$4.69M