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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
C
4776
Covestor
United Kingdom
$247K
VWM
4777
Vigil Wealth Management
Florida
$247K
EP
4778
Essential Partners
California
$247K
NCG
4779
Newport Capital Group
New Jersey
$247K
GVCM
4780
Global View Capital Management
Wisconsin
$246K
AFG
4781
Altiora Financial Group
Ohio
$246K
CIS
4782
Continental Investors Services
Washington
$245K
FNWM
4783
Financial Network Wealth Management
Utah
$245K
SWA
4784
ShankerValleau Wealth Advisors
Illinois
$244K
ACM
4785
Alamar Capital Management
California
$244K
AP
4786
Aspect Partners
Virginia
$244K
CA
4787
Chatterton & Associates
California
$244K
NA
4788
Note Advisors
New York
$244K
AWA
4789
Archvest Wealth Advisors
California
$243K
PWM
4790
PMG Wealth Management
Illinois
$243K
TCCM
4791
Timber Creek Capital Management
Massachusetts
$243K
MWM
4792
Madrid Wealth Management
New Mexico
$242K
WCA
4793
Waratah Capital Advisors
Ontario, Canada
$242K
CFSG
4794
Clark Financial Services Group
Missouri
$242K
LWMI
4795
Legacy Wealth Management (Idaho)
Idaho
$242K
TSW
4796
Three Seasons Wealth
Utah
$242K
CCP
4797
Caden Capital Partners
California
$242K
BWA
4798
Boulder Wealth Advisors
Colorado
$241K
BWMG
4799
Barnes Wealth Management Group
California
$241K
FW
4800
Fairway Wealth
Ohio
$241K