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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
LIM
2276
Loudon Investment Management
New Hampshire
$3.84M
EBWM
2277
Eagle Bluffs Wealth Management
Missouri
$3.84M
UM
2278
Ulysses Management
New York
$3.82M
ICP
2279
Interchange Capital Partners
Pennsylvania
$3.82M
TC
2280
TFR Capital
Texas
$3.81M
AA
2281
Aire Advisors
California
$3.81M
SSA
2282
Sierra Summit Advisors
Nevada
$3.81M
CGIM
2283
Capital Group Investment Management
Singapore
$3.81M
PWP
2284
Precedent Wealth Partners
Texas
$3.8M
BW
2285
BIP Wealth
Georgia
$3.8M
WA
2286
Wealth Architects
California
$3.8M
DAS
2287
DMKC Advisory Services
Iowa
$3.8M
HCM
2288
Howard Capital Management
Georgia
$3.8M
GIM
2289
Generali Investments Management
Slovenia
$3.79M
BB
2290
Burford Brothers
Texas
$3.78M
WC
2291
Weil Company
California
$3.78M
BFA
2292
Brendel Financial Advisors
New Hampshire
$3.77M
CA
2293
CGN Advisors
Kansas
$3.76M
ACM
2294
Allred Capital Management
Texas
$3.76M
RWP
2295
Revolve Wealth Partners
New Jersey
$3.76M
MW
2296
Maia Wealth
Colorado
$3.76M
XWL
2297
XXI Wealth LLC
Illinois
$3.75M
BFG
2298
Berger Financial Group
Minnesota
$3.75M
CA
2299
Crewe Advisors
Utah
$3.74M
CPBTD
2300
Central Pacific Bank - Trust Division
Hawaii
$3.74M