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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
CPC
2401
Cookson Peirce & Co
Pennsylvania
$3.36M
MFWP
2402
Mosaic Family Wealth Partners
Missouri
$3.36M
SCG
2403
Sonata Capital Group
Washington
$3.36M
MIM
2404
Miller Investment Management
Pennsylvania
$3.36M
RA
2405
Rockingstone Advisors
Massachusetts
$3.35M
MHIC
2406
Marble Harbor Investment Counsel
Massachusetts
$3.35M
MSS
2407
Mitchell Sinkler & Starr
Pennsylvania
$3.35M
AFM
2408
Aspetuck Financial Management
Connecticut
$3.35M
YP
2409
YANKCOM Partnership
South Dakota
$3.35M
CAM
2410
Clark Asset Management
New Hampshire
$3.35M
MEG
2411
Millstone Evans Group
Colorado
$3.34M
MCC
2412
Money Concepts Capital
Florida
$3.34M
CF
2413
Convergence Financial
Missouri
$3.33M
JJBC
2414
James J. Burns & Company
New York
$3.33M
VC
2415
Vicus Capital
Pennsylvania
$3.33M
AC
2416
Aldebaran Capital
Indiana
$3.32M
LWP
2417
LFG Wealth Partners
Kentucky
$3.32M
AA
2418
Auxano Advisors
Washington
$3.31M
DBFM
2419
Dickmeyer Boyce Financial Management
Indiana
$3.31M
HCCM
2420
Hudson Canyon Capital Management
New York
$3.31M
RWM
2421
Revisor Wealth Management
Ohio
$3.3M
HNB
2422
Hilltop National Bank
Wyoming
$3.29M
SGC
2423
Slocum, Gordon & Co
Rhode Island
$3.28M
DAM
2424
Directional Asset Management
Illinois
$3.28M
SA
2425
Scarborough Advisors
Maryland
$3.27M