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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
SLA
3601
Silver Lake Advisory
Utah
$961K
TC
3602
Tacita Capital
Ontario, Canada
$960K
PCM
3603
Praxis Capital Management
Illinois
$960K
CA
3604
Clune & Associates
Illinois
$960K
CMAI
3605
Capital Management Associates Inc
Minnesota
$959K
WFP
3606
Worthington Financial Partners
Ohio
$958K
PWS
3607
Pursuit Wealth Strategies
North Carolina
$957K
PWM
3608
Partners Wealth Management
California
$955K
IIM
3609
Illumine Investment Management
Washington
$953K
EWP
3610
Elevation Wealth Partners
California
$950K
MAMU
3611
Myriad Asset Management US
Florida
$949K
ADBIC
3612
A.D. Beadell Investment Counsel
Wisconsin
$947K
WAM
3613
Wallington Asset Management
Indiana
$947K
SM
3614
Salzhauer Michael
$946K
NWM
3615
Nova Wealth Management
Florida
$945K
NPPM
3616
North Point Portfolio Managers
Ohio
$945K
WFM
3617
Wolff Financial Management
Michigan
$944K
WFA
3618
WestHill Financial Advisors
California
$942K
FCM
3619
Fortis Capital Management
Washington
$942K
IA
3620
Invested Advisors
Pennsylvania
$941K
WFC
3621
Western Financial Corp
California
$940K
VFP
3622
Verus Financial Partners
Virginia
$940K
LWM
3623
Lionshead Wealth Management
New York
$939K
LC
3624
Lawood & Co
Pennsylvania
$939K
THL
3625
Tillman Hartley LLC
Colorado
$937K