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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
FH
2401
FWG Holdings
Florida
$3.37M
GA
2402
Greenspring Advisors
Maryland
$3.37M
OFS
2403
OMC Financial Services
New York
$3.36M
LC
2404
LCNB Corp
Ohio
$3.36M
CPC
2405
Cookson Peirce & Co
Pennsylvania
$3.36M
MFWP
2406
Mosaic Family Wealth Partners
Missouri
$3.36M
SCG
2407
Sonata Capital Group
Washington
$3.36M
MIM
2408
Miller Investment Management
Pennsylvania
$3.36M
RA
2409
Rockingstone Advisors
Massachusetts
$3.35M
MHIC
2410
Marble Harbor Investment Counsel
Massachusetts
$3.35M
MSS
2411
Mitchell Sinkler & Starr
Pennsylvania
$3.35M
AFM
2412
Aspetuck Financial Management
Connecticut
$3.35M
YP
2413
YANKCOM Partnership
South Dakota
$3.35M
CAM
2414
Clark Asset Management
New Hampshire
$3.35M
MEG
2415
Millstone Evans Group
Colorado
$3.34M
MCC
2416
Money Concepts Capital
Florida
$3.34M
CF
2417
Convergence Financial
Missouri
$3.33M
JJBC
2418
James J. Burns & Company
New York
$3.33M
VC
2419
Vicus Capital
Pennsylvania
$3.33M
AC
2420
Aldebaran Capital
Indiana
$3.32M
LWP
2421
LFG Wealth Partners
Kentucky
$3.32M
AA
2422
Auxano Advisors
Washington
$3.31M
DBFM
2423
Dickmeyer Boyce Financial Management
Indiana
$3.31M
HCCM
2424
Hudson Canyon Capital Management
New York
$3.31M
RWM
2425
Revisor Wealth Management
Ohio
$3.3M