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JPMorgan Chase

5,034 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
5,034
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
CWA
3826
Centerline Wealth Advisors
Kentucky
$786K
SHFP
3827
Second Half Financial Partners
Florida
$785K
OCA
3828
Odyssey Capital Advisors
Pennsylvania
$784K
RBC
3829
Roble Belko & Company
Pennsylvania
$784K
WWM
3830
Westwood Wealth Management
California
$783K
HBWM
3831
Hollow Brook Wealth Management
New York
$783K
BCG
3832
Bravias Capital Group
New Jersey
$782K
CSA
3833
Cornerstone Select Advisors
Missouri
$782K
RLIM
3834
Red Lighthouse Investment Management
New York
$782K
VWA
3835
VSM Wealth Advisory
Maryland
$781K
TWA
3836
Tandem Wealth Advisors
Arizona
$781K
CCA
3837
Coign Capital Advisors
Utah
$781K
KFP
3838
Kerr Financial Planning
California
$779K
BWP
3839
Bernardo Wealth Planning
Pennsylvania
$779K
CAM
3840
Claret Asset Management
Quebec, Canada
$777K
EF
3841
Entrust Financial
Pennsylvania
$776K
PCM
3842
Presidio Capital Management
California
$774K
SFC
3843
Swisher Financial Concepts
Ohio
$774K
CAM
3844
Concorde Asset Management
Michigan
$774K
DA
3845
Detalus Advisors
Missouri
$772K
SWM
3846
Steinberganna Wealth Management
New York
$771K
CC
3847
Clearwave Capital
California
$770K
CWAF
3848
Core Wealth Advisors (Florida)
Florida
$770K
HA
3849
HC Advisors
Georgia
$770K
CIM
3850
Catalyst Investment Management
New Hampshire
$769K