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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
HNB
2426
Hilltop National Bank
Wyoming
$3.29M
SGC
2427
Slocum, Gordon & Co
Rhode Island
$3.28M
DAM
2428
Directional Asset Management
Illinois
$3.28M
SA
2429
Scarborough Advisors
Maryland
$3.27M
WDL
2430
Well Done LLC
Michigan
$3.26M
IQI
2431
Integrated Quantitative Investments
Washington
$3.26M
PCMN
2432
Paradigm Capital Management (Nevada)
Nevada
$3.26M
EB
2433
Exchange Bank
California
$3.26M
CPA
2434
Capital Planning Advisors
California
$3.25M
SC
2435
Sepio Capital
Utah
$3.25M
SFC
2436
SYM Financial Corp
Indiana
$3.24M
FI
2437
FinArc Investments
Massachusetts
$3.24M
WDC
2438
Woodward Diversified Capital
California
$3.24M
BI
2439
Bradyco Inc
Massachusetts
$3.24M
BOJHT
2440
Bank of Jackson Hole Trust
Wyoming
$3.23M
PFWA
2441
Paces Ferry Wealth Advisors
Georgia
$3.22M
WPA
2442
West Paces Advisors
Georgia
$3.22M
CAM
2443
Cozad Asset Management
Illinois
$3.22M
MAG
2444
Meadowbrook Advisors Group
New Jersey
$3.22M
RFA
2445
ROI Financial Advisors
Oregon
$3.22M
GSC
2446
G&S Capital
Colorado
$3.21M
IP
2447
Ignite Planners
California
$3.21M
SPWM
2448
Schrum Private Wealth Management
Florida
$3.2M
PWA
2449
Pitcairn Wealth Advisors
Pennsylvania
$3.2M
WA
2450
WBH Advisory
Maryland
$3.2M