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JPMorgan Chase

5,044 hedge funds and large institutions have $572B invested in JPMorgan Chase in 2026 Q1 according to their latest regulatory filings, with 204 funds opening new positions, 2,111 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 → $572B (-$67.4B)

16% less funds holding in top 10

Funds holding in top 10: 938792 (-146)

25% less call options, than puts

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

Holders
5,044
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
792
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
FVWA
2126
Foster Victor Wealth Advisors
South Carolina
$4.46M
OC
2127
Opinicus Capital
Florida
$4.46M
MPWS
2128
McCarter Private Wealth Services
Massachusetts
$4.45M
TAFW
2129
Tred Avon Family Wealth
Maryland
$4.44M
FCCM
2130
First City Capital Management
Georgia
$4.43M
FIC
2131
FCG Investment Company
Tennessee
$4.42M
OIS
2132
Okabena Investment Services
Minnesota
$4.42M
AIC
2133
Archer Investment Corporation
Indiana
$4.42M
SC
2134
Sawyer & Company
Massachusetts
$4.42M
QWP
2135
Quotient Wealth Partners
Texas
$4.41M
NA
2136
NWM Advisors
California
$4.41M
MFS
2137
Monetta Financial Services
Illinois
$4.41M
BL
2138
Bleichroeder LP
New York
$4.41M
CS
2139
Crescent Sterling
Louisiana
$4.4M
PWM
2140
Purus Wealth Management
California
$4.4M
AWM
2141
Aberdeen Wealth Management
Illinois
$4.4M
HFP
2142
Holistic Financial Partners
Indiana
$4.4M
CIP
2143
Convergence Investment Partners
Florida
$4.4M
AMG
2144
Advisors Management Group
Wisconsin
$4.39M
CIM
2145
Cambria Investment Management
California
$4.39M
VRM
2146
Vectors Research Management
New York
$4.39M
SIC
2147
Sterling Investment Counsel
New York
$4.38M
DBIA
2148
Dumont & Blake Investment Advisors
New Jersey
$4.37M
NL
2149
NVWM LLC
Pennsylvania
$4.37M
JFG
2150
Juno Financial Group
Virginia
$4.37M