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JPMorgan Chase

5,035 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
5,035
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
PFG
2226
Prosperity Financial Group
California
$4.05M
CP
2227
Cornerstone Planning
North Carolina
$4.04M
HP
2228
Hilltop Partners
Indiana
$4.03M
EAM
2229
Empirical Asset Management
Massachusetts
$4.03M
NG
2230
Navigation Group
California
$4.02M
CFO
2231
CVA Family Office
Colorado
$4.02M
IIL
2232
Insight Inv LLC
California
$4.02M
VIS
2233
Vega Investment Solutions
France
$4.02M
SIA
2234
Schear Investment Advisers
Ohio
$4.02M
ATS
2235
Ashton Thomas Securities
New York
$4.01M
AFS
2236
Aft Forsyth & Sober
Florida
$4M
CFG
2237
Chapman Financial Group
Hawaii
$4M
AA
2238
Advisory Alpha
Michigan
$3.99M
VCM
2239
Vines Capital Management
Louisiana
$3.99M
PWAM
2240
Pinnacle West Asset Management
Wyoming
$3.99M
PWM
2241
Peterson Wealth Management
Nevada
$3.99M
MS
2242
Monetary Solutions
Ohio
$3.98M
MPW
2243
MASECO Private Wealth
$3.98M
SWMP
2244
Signature Wealth Management Partners
New Jersey
$3.98M
AM
2245
Account Management
Massachusetts
$3.97M
DAM
2246
Delta Asset Management
Tennessee
$3.97M
BAM
2247
Bayview Asset Management
Florida
$3.97M
FM
2248
Freemont Management
Switzerland
$3.97M
MW
2249
MBL Wealth
North Carolina
$3.97M
TW
2250
Tempo Wealth
Ohio
$3.97M