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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
FM
2251
Freemont Management
Switzerland
$3.97M
MW
2252
MBL Wealth
North Carolina
$3.97M
TW
2253
Tempo Wealth
Ohio
$3.97M
TLCM
2254
Twin Lakes Capital Management
California
$3.96M
PEA
2255
Park Edge Advisors
Ohio
$3.96M
GCP
2256
GSA Capital Partners
United Kingdom
$3.96M
TIA
2257
Traphagen Investment Advisors
New Jersey
$3.96M
FNBOH
2258
First National Bank of Hutchinson
Kansas
$3.95M
ALAM
2259
Asahi Life Asset Management
Japan
$3.95M
SOS
2260
Silver Oak Securities
Tennessee
$3.95M
G
2261
GenTrust
Florida
$3.93M
YWS
2262
Yarger Wealth Strategies
Ohio
$3.93M
PCH
2263
PGIM Custom Harvest
New Jersey
$3.92M
LWP
2264
LMG Wealth Partners
Louisiana
$3.92M
NAMP
2265
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$3.92M
DTC
2266
Davidson Trust Company
Washington
$3.9M
FDS
2267
First Dallas Securities
Texas
$3.89M
BFA
2268
Benedict Financial Advisors
Georgia
$3.88M
GWM
2269
Greenwich Wealth Management
Connecticut
$3.88M
CMI
2270
Clare Market Investments
Texas
$3.88M
SFG
2271
SageGuard Financial Group
Tennessee
$3.87M
MCM
2272
Manchester Capital Management
Vermont
$3.87M
TCPW
2273
Twin City Private Wealth
North Carolina
$3.87M
JKA
2274
Jones Kertz & Associates
Minnesota
$3.86M
WIM
2275
Wiregrass Investment Management
Georgia
$3.86M