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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
MA
2076
MJP Associates
Connecticut
$4.65M
BIP
2077
Blueprint Investment Partners
North Carolina
$4.64M
SI
2078
Saxon Interests
Texas
$4.64M
IIA
2079
Integral Investment Advisors
California
$4.64M
GI
2080
GS Investments
Minnesota
$4.63M
FUBT
2081
First United Bank & Trust
Maryland
$4.63M
EARNEST Partners
2082
EARNEST Partners
Georgia
$4.63M
RMP
2083
Richards, Merrill & Peterson
Washington
$4.63M
SAM
2084
Sawgrass Asset Management
Florida
$4.62M
IFWM
2085
Institute for Wealth Management
Colorado
$4.62M
CBT
2086
Crews Bank & Trust
Florida
$4.61M
LI
2087
Lafayette Investments
Maryland
$4.61M
UWPG
2088
Ullmann Wealth Partners Group
Florida
$4.6M
NIM
2089
Niles Investment Management
Florida
$4.6M
CWA
2090
Consilium Wealth Advisory
Texas
$4.59M
AFA
2091
Antonelli Financial Advisors
Michigan
$4.59M
IF
2092
Ironwood Financial
Arizona
$4.59M
FFS
2093
Flavin Financial Services
Florida
$4.58M
DA
2094
Dillon & Associates
Michigan
$4.58M
TCPG
2095
Trivant Custom Portfolio Group
California
$4.58M
LCM
2096
Legato Capital Management
California
$4.58M
AW
2097
Alteri Wealth
California
$4.57M
SWMG
2098
Stillwater Wealth Management Group
Florida
$4.57M
TPW
2099
Turn8 Private Wealth
$4.57M
CV
2100
Counterweight Ventures
North Carolina
$4.57M