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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
AG
3626
AmeriFlex Group
Nevada
$937K
OAM
3627
Oberweis Asset Management
Illinois
$936K
FA
3628
Fiducient Advisors
Illinois
$936K
CFO
3629
Collective Family Office
Pennsylvania
$935K
CFM
3630
Cornerstone Financial Management
Massachusetts
$934K
EW
3631
Expressive Wealth
Illinois
$934K
CP
3632
Creekside Partners
California
$933K
AF
3633
Atala Financial
California
$929K
IAS
3634
Integrity Advisory Solutions
Texas
$928K
IIM
3635
Ironwood Investment Management
Massachusetts
$928K
WS
3636
Wilian Securities
Minnesota
$928K
LWPC
3637
Legacy Wealth Partners (Colorado)
Colorado
$927K
GFWA
3638
Grey Fox Wealth Advisors
Delaware
$926K
HF
3639
Holcombe Financial
Georgia
$926K
AIA
3640
AIMZ Investment Advisors
California
$925K
RWM
3641
RBA Wealth Management
California
$924K
SWM
3642
SilverOak Wealth Management
Minnesota
$922K
AGA
3643
Accuvest Global Advisors
Utah
$922K
LWM
3644
LongView Wealth Management
Georgia
$921K
BFF
3645
Byrne Financial Freedom
Massachusetts
$921K
BWM
3646
BNB Wealth Management
Maryland
$920K
PCFFS
3647
Pacific Center for Financial Services
California
$919K
AA
3648
Alpha Advisors
Virginia
$918K
GRR
3649
Golden Reserve Retirement
Ohio
$915K
TFA
3650
Tobias Financial Advisors
Florida
$914K