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
BW
3576
Bravera Wealth
North Dakota
$982K
RW
3577
Rede Wealth
Virginia
$982K
RA
3578
Riversedge Advisors
Delaware
$982K
PI
3579
Parkside Investments
Illinois
$981K
ACA
3580
Ackerman Capital Advisors
Texas
$981K
BFA
3581
Buttonwood Financial Advisors
Maryland
$981K
VF
3582
Vawter Financial
Ohio
$978K
SSCA
3583
South Shore Capital Advisors
Massachusetts
$978K
MWPCG
3584
Measured Wealth Private Client Group
New Hampshire
$976K
OWA
3585
Opal Wealth Advisors
New York
$972K
ACA
3586
Ascension Capital Advisors
Texas
$972K
IA
3587
Inspire Advisors
Idaho
$971K
MPW
3588
Magnolia Private Wealth
Pennsylvania
$971K
BFG
3589
Beto Financial Group
Idaho
$969K
TFA
3590
Tranquilli Financial Advisor
New Jersey
$969K
NCM
3591
Next Capital Management
New York
$969K
MWA
3592
Motive Wealth Advisors
Michigan
$967K
CWM
3593
Concentrum Wealth Management
California
$965K
VW
3594
Vance Wealth
California
$965K
EBSAM
3595
Eubel Brady & Suttman Asset Management
Ohio
$965K
DWM
3596
DecisionMap Wealth Management
Virginia
$965K
AW
3597
Apricus Wealth
South Carolina
$964K
WAM
3598
WealthTrust Asset Management
Florida
$964K
WCG
3599
Weaver Consulting Group
California
$963K
CA
3600
Capital Advantage
California
$963K