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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
EPW
3676
Endeavor Private Wealth
Kansas
$893K
JLBC
3677
J.L. Bainbridge & Co
Florida
$893K
CCP
3678
Carmel Capital Partners
California
$893K
DCM
3679
Driehaus Capital Management
Illinois
$892K
IAG
3680
Investmark Advisory Group
Connecticut
$892K
SPW
3681
Signet Private Wealth
Illinois
$892K
B
3682
Bayban
Minnesota
$891K
FA
3683
Fountainhead AM
New Jersey
$890K
SPWM
3684
Spartan Planning & Wealth Management
North Carolina
$886K
SP
3685
Successful Portfolios
Florida
$884K
IFA
3686
Index Fund Advisors
California
$882K
BAM
3687
Burkett Asset Management
$881K
HWA
3688
Hillcrest Wealth Advisors
New Jersey
$881K
MWM
3689
Maripau Wealth Management
Indiana
$878K
AIP
3690
Avail Investment Partners
Pennsylvania
$877K
BWM
3691
BCS Wealth Management
Tennessee
$875K
FFL
3692
Financial Freedom LLC
Ohio
$875K
CA
3693
CapWealth Advisors
Tennessee
$875K
PCMC
3694
Paragon Capital Management (Colorado)
Colorado
$873K
SC
3695
Schoolcraft Capital
Colorado
$873K
BDFN
3696
Bond & Devick Financial Network
Minnesota
$872K
TPW
3697
Tiller Private Wealth
Pennsylvania
$868K
PHWM
3698
Pine Harbor Wealth Management
Maryland
$868K
JTWM
3699
Jackson Thornton Wealth Management
Alabama
$868K
RIS
3700
Richmond Investment Services
Wisconsin
$867K