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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
CPW
3926
Catalyst Private Wealth
California
$694K
SCM
3927
Stonebridge Capital Management
California
$694K
EWA
3928
Emergent Wealth Advisors
New York
$694K
Betterment LLC
3929
Betterment LLC
New York
$693K
DHC
3930
Drum Hill Capital
Connecticut
$692K
LSA
3931
Lansing Street Advisors
Pennsylvania
$691K
HIS
3932
Harvest Investment Services
Illinois
$691K
AAMG
3933
AMG Asset Management Group
Georgia
$691K
CFO
3934
Capitol Family Office
Oregon
$690K
ACM
3935
Aster Capital Management
United Arab Emirates
$689K
CFS
3936
Coordinated Financial Services
Colorado
$689K
6SA
3937
6th Street Advisors
Alabama
$687K
IA
3938
IMZ Advisory
Florida
$687K
CCA
3939
Corps Capital Advisors
Texas
$685K
GPW
3940
Gentry Private Wealth
Kansas
$684K
MAP
3941
Moody Aldrich Partners
Massachusetts
$684K
ASG
3942
Ariston Services Group
California
$683K
E
3943
Entelevest
Florida
$682K
AI
3944
AXS Investments
New York
$682K
WWMP
3945
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$681K
SCI
3946
Silver Coast Investments
United States
$681K
CCMG
3947
Connecticut Capital Management Group
Connecticut
$680K
OIS
3948
OneAscent Investment Solutions
Alabama
$679K
VAF
3949
Values Added Financial
District of Columbia
$679K
AIS
3950
American Investment Services
Massachusetts
$677K