JPM icon

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
BFWM
3551
Bright Futures Wealth Management
New York
$1.01M
NRI
3552
NFP Retirement Inc
California
$1M
WSA
3553
Wealth Science Advisors
Georgia
$1M
MWM
3554
Maltin Wealth Management
New Jersey
$1M
SGCM
3555
Sanchez Gaunt Capital Management
Nevada
$1M
FFO
3556
Fortitude Family Office
Arizona
$1M
ACC
3557
Acorn Creek Capital
Colorado
$1M
ONSWM
3558
Old North State Wealth Management
North Carolina
$1M
BI
3559
Beckerman Institutional
New Jersey
$1M
SP
3560
Symmetry Partners
Connecticut
$998K
TWM
3561
TCFG Wealth Management
California
$998K
TIA
3562
TCFG Investment Advisors
California
$998K
GWM
3563
Greenline Wealth Management
Florida
$998K
FGWP
3564
Founders Grove Wealth Partners
Virginia
$995K
MWM
3565
Mascoma Wealth Management
New Hampshire
$992K
TCM
3566
TruNorth Capital Management
Michigan
$992K
TI
3567
Truepoint Inc
Ohio
$990K
FA
3568
FSA Advisors
Michigan
$990K
GC
3569
Guidance Capital
Kentucky
$990K
PCM
3570
Permanent Capital Management
Illinois
$989K
MAM
3571
Mullooly Asset Management
New Jersey
$988K
BTC
3572
Bank & Trust Company
Illinois
$987K
GWM
3573
Glass Wealth Management
Texas
$987K
NWMG
3574
National Wealth Management Group
Ohio
$986K
JF
3575
Joule Financial
Kentucky
$985K