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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
BHBT
2176
Burke & Herbert Bank & Trust
Virginia
$4.26M
EA
2177
Eclectic Associates
California
$4.26M
VWM
2178
VCI Wealth Management
Missouri
$4.25M
DFCM
2179
Dark Forest Capital Management
Puerto Rico
$4.25M
AF
2180
Apollon Financial
South Carolina
$4.25M
TTIC
2181
Tower Trust & Investment Company
Iowa
$4.22M
SEP
2182
Southland Equity Partners
Missouri
$4.22M
GA
2183
GoalVest Advisory
New York
$4.22M
JHCP
2184
Jackson Hole Capital Partners
Oklahoma
$4.21M
CFM
2185
Catalyst Funds Management
Australia
$4.2M
AMIM
2186
Aull & Monroe Investment Management
Alabama
$4.19M
EFG
2187
Everest Financial Group
Minnesota
$4.19M
SP
2188
SWS Partners
Ohio
$4.18M
CPC
2189
Congress Park Capital
New York
$4.18M
AIA
2190
Affinity Investment Advisors
California
$4.18M
LWM
2191
Lodestone Wealth Management
Washington
$4.18M
SAMT
2192
Select Asset Management & Trust
Pennsylvania
$4.17M
OWP
2193
ORG Wealth Partners
Texas
$4.17M
HA
2194
Hamel Associates
New Jersey
$4.17M
AWC
2195
Abundance Wealth Counselors
Pennsylvania
$4.17M
AI
2196
Axecap Investments
Ohio
$4.17M
BCM
2197
Beck Capital Management
Texas
$4.17M
HCM
2198
Highview Capital Management
Illinois
$4.16M
SFS
2199
Solitude Financial Services
Virginia
$4.16M
CP
2200
Canopy Partners
Ohio
$4.16M