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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
UM
2276
Ulysses Management
New York
$3.82M
ICP
2277
Interchange Capital Partners
Pennsylvania
$3.82M
TC
2278
TFR Capital
Texas
$3.81M
AA
2279
Aire Advisors
California
$3.81M
SSA
2280
Sierra Summit Advisors
Nevada
$3.81M
CGIM
2281
Capital Group Investment Management
Singapore
$3.81M
PWP
2282
Precedent Wealth Partners
Texas
$3.8M
BW
2283
BIP Wealth
Georgia
$3.8M
WA
2284
Wealth Architects
California
$3.8M
DAS
2285
DMKC Advisory Services
Iowa
$3.8M
HCM
2286
Howard Capital Management
Georgia
$3.8M
GIM
2287
Generali Investments Management
Slovenia
$3.79M
BB
2288
Burford Brothers
Texas
$3.78M
WC
2289
Weil Company
California
$3.78M
BFA
2290
Brendel Financial Advisors
New Hampshire
$3.77M
CA
2291
CGN Advisors
Kansas
$3.76M
ACM
2292
Allred Capital Management
Texas
$3.76M
RWP
2293
Revolve Wealth Partners
New Jersey
$3.76M
MW
2294
Maia Wealth
Colorado
$3.76M
XWL
2295
XXI Wealth LLC
Illinois
$3.75M
BFG
2296
Berger Financial Group
Minnesota
$3.75M
CA
2297
Crewe Advisors
Utah
$3.74M
CPBTD
2298
Central Pacific Bank - Trust Division
Hawaii
$3.74M
BWM
2299
Bernard Wealth Management
Michigan
$3.74M
PH
2300
Pinnacle Holdings
Oklahoma
$3.74M