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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
MMHP
3651
Murphy Middleton Hinkle & Parker
Georgia
$914K
VPP
3652
Vertex Planning Partners
Illinois
$913K
PIM
3653
Pullen Investment Management
Florida
$913K
Cohen & Steers
3654
Cohen & Steers
New York
$912K
FEG
3655
Financial Enhancement Group
Indiana
$912K
MWM
3656
Mindset Wealth Management
Indiana
$911K
AWA
3657
Arbor Wealth Advisors
Michigan
$911K
CPW
3658
Cogent Private Wealth
Florida
$910K
KAM
3659
Knightsbridge Asset Management
California
$910K
ACM
3660
Absolute Capital Management
Pennsylvania
$908K
GFG
3661
Genesis Financial Group
New Jersey
$905K
KCIC
3662
Kuhn & Co Investment Counsel
Illinois
$905K
FFWM
3663
Future Financial Wealth Management
Ohio
$904K
RMC
3664
Ring Mountain Capital
California
$904K
ANBOT
3665
American National Bank of Texas
Texas
$901K
WSWA
3666
Warren Street Wealth Advisors
California
$900K
GMFG
3667
Greater Midwest Financial Group
Minnesota
$898K
EFG
3668
Ehrlich Financial Group
California
$897K
LFA
3669
Laraway Financial Advisors
Minnesota
$896K
EWM
3670
Elevation Wealth Management
Minnesota
$896K
WSFG
3671
Wall Street Financial Group
Illinois
$895K
LHP
3672
Lexington Hill Partners
Texas
$894K
MJRIC
3673
Mogy Joel R Investment Counsel
California
$894K
WFS
3674
WealthGarden F.S.
California
$894K
ACA
3675
American Capital Advisory
Idaho
$893K