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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
HIW
3701
Holos Integrated Wealth
Pennsylvania
$866K
HA
3702
Hyposwiss Advisors
$863K
IPWA
3703
International Private Wealth Advisors
California
$862K
WWG
3704
West Wealth Group
California
$861K
CIM
3705
Capital Investment Management
Missouri
$860K
LWM
3706
LightSquare Wealth Management
Michigan
$859K
RG
3707
Renaissance Group
Kentucky
$856K
MWM
3708
Maimon Wealth Management
Israel
$856K
LRWM
3709
Lord & Richards Wealth Management
Colorado
$852K
IWP
3710
Insight Wealth Partners
Texas
$851K
SG
3711
Strid Group
Pennsylvania
$850K
RWM
3712
Reston Wealth Management
Virginia
$849K
B
3713
Bensler
Washington
$849K
WFA
3714
WMG Financial Advisors
Tennessee
$848K
LIA
3715
Lynx Investment Advisory
District of Columbia
$848K
HP
3716
Havemeyer Place
Connecticut
$848K
PAG
3717
Paladin Advisory Group
Iowa
$846K
HCP
3718
Holt Capital Partners
Texas
$846K
KWA
3719
Kellett Wealth Advisors
Ohio
$846K
OCM
3720
Objective Capital Management
Ohio
$846K
SC
3721
Saturna Capital
Washington
$845K
AWM
3722
Allen Wealth Management
North Carolina
$843K
SWG
3723
Summit Wealth Group
Vermont
$843K
MF
3724
Meridian Financial
Massachusetts
$842K
OAS
3725
Optivise Advisory Services
Tennessee
$841K