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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
GB
3751
Goepper Burkhardt
South Carolina
$814K
ELM
3752
Elite Life Management
Florida
$813K
DCM
3753
DGS Capital Management
New Jersey
$813K
AFG
3754
Arkansas Financial Group
Arkansas
$812K
AFA
3755
Allium Financial Advisors
Oregon
$811K
VC
3756
Veery Capital
Delaware
$811K
PFG
3757
Putney Financial Group
California
$811K
BAWM
3758
Bennett Associates Wealth Management
Pennsylvania
$810K
PCM
3759
Payne Capital Management
New York
$810K
CWM
3760
Cahaba Wealth Management
Georgia
$810K
AIM
3761
Arcadia Investment Management
Michigan
$810K
HI
3762
Harrington Investments
California
$808K
BFS
3763
Burkett Financial Services
South Carolina
$807K
EBA
3764
Eagle Bay Advisors
New York
$807K
FWP
3765
Flatrock Wealth Partners
California
$806K
RA
3766
Riverstone Advisors
Texas
$804K
PS
3767
Planned Solutions
California
$804K
BCMLT
3768
Beacon Capital Management LLC (Tennessee)
Tennessee
$802K
FSA
3769
Financial Security Advisor
Virginia
$802K
PC
3770
PCB Capital
New Jersey
$802K
AWA
3771
Aletheian Wealth Advisors
Washington
$802K
IRC
3772
Investors Research Corp
Georgia
$801K
WF
3773
WealthPoint Financial
North Carolina
$800K
EIM
3774
Essex Investment Management
Massachusetts
$800K
SIM
3775
SSI Investment Management
California
$799K