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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
GW
3526
Griffith & Werner
Georgia
$1.03M
HPC
3527
Hobart Private Capital
North Carolina
$1.03M
C1AG
3528
Client 1st Advisory Group
Florida
$1.03M
HNWA
3529
Henrickson Nauta Wealth Advisors
Michigan
$1.03M
PP
3530
Postrock Partners
Oregon
$1.03M
OWG
3531
Oxford Wealth Group
Florida
$1.03M
WI
3532
WJ Interests
Texas
$1.03M
IPA
3533
Investment Planning Advisors
Georgia
$1.03M
AWM
3534
Ariadne Wealth Management
California
$1.03M
MCA
3535
Millennium Capital Advisors
Arkansas
$1.02M
SPP
3536
Single Point Partners
Massachusetts
$1.02M
LIA
3537
LifePlan Investment Advisors
North Carolina
$1.02M
IFU
3538
iSAM Funds (UK)
United Kingdom
$1.02M
FCM
3539
Firestone Capital Management
Florida
$1.02M
BDLIB
3540
Banque de Luxembourg Investments (BLI)
Luxembourg
$1.02M
FC
3541
FORA Capital
Florida
$1.02M
QPW
3542
Quantum Private Wealth
Florida
$1.01M
BAM
3543
Bellevue Asset Management
Washington
$1.01M
BEW
3544
Burton Enright Welch
California
$1.01M
PPC
3545
Pennington Partners & Co
Maryland
$1.01M
RW
3546
RVW Wealth
California
$1.01M
GCL
3547
Gouws Capital LLC
North Carolina
$1.01M
WPW
3548
Watershed Private Wealth
Illinois
$1.01M
HFS
3549
Hopwood Financial Services
Virginia
$1.01M
HC
3550
Hamilton Capital
Ohio
$1.01M