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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
WDL
2426
Well Done LLC
Michigan
$3.26M
IQI
2427
Integrated Quantitative Investments
Washington
$3.26M
PCMN
2428
Paradigm Capital Management (Nevada)
Nevada
$3.26M
EB
2429
Exchange Bank
California
$3.26M
CPA
2430
Capital Planning Advisors
California
$3.25M
SC
2431
Sepio Capital
Utah
$3.25M
SFC
2432
SYM Financial Corp
Indiana
$3.24M
FI
2433
FinArc Investments
Massachusetts
$3.24M
WDC
2434
Woodward Diversified Capital
California
$3.24M
BI
2435
Bradyco Inc
Massachusetts
$3.24M
BOJHT
2436
Bank of Jackson Hole Trust
Wyoming
$3.23M
PFWA
2437
Paces Ferry Wealth Advisors
Georgia
$3.22M
WPA
2438
West Paces Advisors
Georgia
$3.22M
CAM
2439
Cozad Asset Management
Illinois
$3.22M
MAG
2440
Meadowbrook Advisors Group
New Jersey
$3.22M
RFA
2441
ROI Financial Advisors
Oregon
$3.22M
GSC
2442
G&S Capital
Colorado
$3.21M
IP
2443
Ignite Planners
California
$3.21M
SPWM
2444
Schrum Private Wealth Management
Florida
$3.2M
PWA
2445
Pitcairn Wealth Advisors
Pennsylvania
$3.2M
WA
2446
WBH Advisory
Maryland
$3.2M
PWMG
2447
Pinnacle Wealth Management Group
Michigan
$3.19M
FFA
2448
Fortune Financial Advisors
Kansas
$3.19M
MCM
2449
Morton Capital Management
California
$3.18M
AA
2450
Alesco Advisors
New York
$3.18M