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JPMorgan Chase

5,044 hedge funds and large institutions have $572B invested in JPMorgan Chase in 2026 Q1 according to their latest regulatory filings, with 204 funds opening new positions, 2,111 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 → $572B (-$67.4B)

16% less funds holding in top 10

Funds holding in top 10: 938792 (-146)

25% less call options, than puts

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

Holders
5,044
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
792
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
IIA
3826
ICW Investment Advisors
Arizona
$789K
GSIS
3827
Global Strategic Investment Solutions
Arizona
$789K
SPA
3828
Sound Portfolio Advisors
Connecticut
$787K
GHA
3829
Good Harbor Advisors
Massachusetts
$787K
CWA
3830
Centerline Wealth Advisors
Kentucky
$786K
SHFP
3831
Second Half Financial Partners
Florida
$785K
OCA
3832
Odyssey Capital Advisors
Pennsylvania
$784K
RBC
3833
Roble Belko & Company
Pennsylvania
$784K
WWM
3834
Westwood Wealth Management
California
$783K
HBWM
3835
Hollow Brook Wealth Management
New York
$783K
BCG
3836
Bravias Capital Group
New Jersey
$782K
CSA
3837
Cornerstone Select Advisors
Missouri
$782K
RLIM
3838
Red Lighthouse Investment Management
New York
$782K
VWA
3839
VSM Wealth Advisory
Maryland
$781K
TWA
3840
Tandem Wealth Advisors
Arizona
$781K
CCA
3841
Coign Capital Advisors
Utah
$781K
KFP
3842
Kerr Financial Planning
California
$779K
BWP
3843
Bernardo Wealth Planning
Pennsylvania
$779K
CAM
3844
Claret Asset Management
Quebec, Canada
$777K
EF
3845
Entrust Financial
Pennsylvania
$776K
PCM
3846
Presidio Capital Management
California
$774K
SFC
3847
Swisher Financial Concepts
Ohio
$774K
CAM
3848
Concorde Asset Management
Michigan
$774K
DA
3849
Detalus Advisors
Missouri
$772K
SWM
3850
Steinberganna Wealth Management
New York
$771K