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JPMorgan Chase

4,988 hedge funds and large institutions have $571B invested in JPMorgan Chase in 2026 Q1 according to their latest regulatory filings, with 199 funds opening new positions, 2,095 increasing their positions, 2,242 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 → $571B (-$68.3B)

16% less funds holding in top 10

Funds holding in top 10: 934780 (-154)

25% less call options, than puts

Call options by funds: $8.1B | Put options by funds: $10.8B

Holders
4,988
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
780
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
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
3801
Coign Capital Advisors
Utah
$781K
KFP
3802
Kerr Financial Planning
California
$779K
BWP
3803
Bernardo Wealth Planning
Pennsylvania
$779K
CAM
3804
Claret Asset Management
Quebec, Canada
$777K
EF
3805
Entrust Financial
Pennsylvania
$776K
PCM
3806
Presidio Capital Management
California
$774K
SFC
3807
Swisher Financial Concepts
Ohio
$774K
DA
3808
Detalus Advisors
Missouri
$772K
SWM
3809
Steinberganna Wealth Management
New York
$771K
CC
3810
Clearwave Capital
California
$770K
CWAF
3811
Core Wealth Advisors (Florida)
Florida
$770K
HA
3812
HC Advisors
Georgia
$770K
CIM
3813
Catalyst Investment Management
New Hampshire
$769K
MS
3814
Madden Securities
Texas
$769K
AGA
3815
Arkos Global Advisors
Texas
$767K
RIA
3816
Richwood Investment Advisors
Ohio
$765K
JMA
3817
J.M. Arbour
Maine
$764K
PHWM
3818
Palatine Hill Wealth Management
Michigan
$762K
IAA
3819
Ironsides Asset Advisors
North Carolina
$762K
AGA
3820
Arch Global Advisors
New York
$762K
PIN
3821
Prudent Investors Network
California
$761K
BDL
3822
Banque de Luxembourg
Luxembourg
$761K
BL
3823
Balentine LLC
Georgia
$761K
SAM
3824
SP Asset Management
California
$761K
IG
3825
IFS Group
Pennsylvania
$760K