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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
MW
2251
MBL Wealth
North Carolina
$3.97M
TW
2252
Tempo Wealth
Ohio
$3.97M
TLCM
2253
Twin Lakes Capital Management
California
$3.96M
PEA
2254
Park Edge Advisors
Ohio
$3.96M
GCP
2255
GSA Capital Partners
United Kingdom
$3.96M
TIA
2256
Traphagen Investment Advisors
New Jersey
$3.96M
FNBOH
2257
First National Bank of Hutchinson
Kansas
$3.95M
ALAM
2258
Asahi Life Asset Management
Japan
$3.95M
SOS
2259
Silver Oak Securities
Tennessee
$3.95M
G
2260
GenTrust
Florida
$3.93M
YWS
2261
Yarger Wealth Strategies
Ohio
$3.93M
PCH
2262
PGIM Custom Harvest
New Jersey
$3.92M
LWP
2263
LMG Wealth Partners
Louisiana
$3.92M
NAMP
2264
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$3.92M
DTC
2265
Davidson Trust Company
Washington
$3.9M
FDS
2266
First Dallas Securities
Texas
$3.89M
BFA
2267
Benedict Financial Advisors
Georgia
$3.88M
GWM
2268
Greenwich Wealth Management
Connecticut
$3.88M
CMI
2269
Clare Market Investments
Texas
$3.88M
SFG
2270
SageGuard Financial Group
Tennessee
$3.87M
MCM
2271
Manchester Capital Management
Vermont
$3.87M
TCPW
2272
Twin City Private Wealth
North Carolina
$3.87M
JKA
2273
Jones Kertz & Associates
Minnesota
$3.86M
WIM
2274
Wiregrass Investment Management
Georgia
$3.86M
AW
2275
Alaethes Wealth
Nevada
$3.85M