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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
CC
3851
Clearwave Capital
California
$770K
CWAF
3852
Core Wealth Advisors (Florida)
Florida
$770K
HA
3853
HC Advisors
Georgia
$770K
CIM
3854
Catalyst Investment Management
New Hampshire
$769K
MS
3855
Madden Securities
Texas
$769K
AGA
3856
Arkos Global Advisors
Texas
$767K
RIA
3857
Richwood Investment Advisors
Ohio
$765K
JMA
3858
J.M. Arbour
Maine
$764K
PHWM
3859
Palatine Hill Wealth Management
Michigan
$762K
IAA
3860
Ironsides Asset Advisors
North Carolina
$762K
AGA
3861
Arch Global Advisors
New York
$762K
PIN
3862
Prudent Investors Network
California
$761K
BDL
3863
Banque de Luxembourg
Luxembourg
$761K
BL
3864
Balentine LLC
Georgia
$761K
SAM
3865
SP Asset Management
California
$761K
IG
3866
IFS Group
Pennsylvania
$760K
PFG
3867
Prospect Financial Group
Virginia
$759K
BFG
3868
Birch Financial Group
New Hampshire
$758K
CWM
3869
Cherrydale Wealth Management
New Jersey
$758K
AIA
3870
Accelerate Investment Advisors
California
$757K
OAJ
3871
Ogorek Anthony Joseph
New York
$757K
FA
3872
Fedenia Advisers
Wisconsin
$756K
CI
3873
CacheTech Inc
Utah
$756K
VR
3874
Vision Retirement
New Jersey
$755K
BCB
3875
Brian C. Broderick
$753K