JPM icon

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
AFWM
3726
AMJ Financial Wealth Management
Virginia
$838K
CFGA
3727
Cambridge Financial Group (Arizona)
Arizona
$838K
QWM
3728
QP Wealth Management
New Jersey
$837K
KFAS
3729
Keating Financial Advisory Services
Kansas
$837K
CL
3730
CLG LLC
California
$834K
TA
3731
TCM Advisors
West Virginia
$833K
KFA
3732
Krane Funds Advisors
New York
$832K
MWP
3733
Meridian Wealth Partners
Pennsylvania
$832K
POIA
3734
Pin Oak Investment Advisors
Texas
$831K
LWA
3735
Legacy Wealth Advisors
Florida
$830K
API
3736
Asset Planning Inc
California
$830K
CW
3737
Code Waechter
Florida
$830K
KBG
3738
Kahn Brothers Group
New York
$829K
CP
3739
Castleview Partners
Texas
$829K
KAM
3740
KEB Asset Management
Illinois
$828K
WCM
3741
Wedge Capital Management
North Carolina
$827K
PCP
3742
Perbak Capital Partners
United Kingdom
$827K
ACM
3743
Alessandra Capital Management
California
$827K
FZCM
3744
Flynn Zito Capital Management
New York
$824K
BAM
3745
Broyhill Asset Management
North Carolina
$822K
SIA
3746
Sovereign Investment Advisors
Arizona
$821K
RFA
3747
Reyes Financial Architecture
California
$819K
MPCL
3748
My Personal CFO LLC
Washington
$819K
SWM
3749
Stronghold Wealth Management
Florida
$818K
CCC
3750
Compass Capital Corp
Massachusetts
$816K