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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
PCM
3776
Pennsylvania Capital Management
Pennsylvania
$799K
EC
3777
Elequin Capital
New York
$797K
MWM
3778
Melfa Wealth Management
Massachusetts
$796K
WLIM
3779
White Lighthouse Investment Management
Massachusetts
$796K
CFG
3780
Copley Financial Group
California
$794K
RCA
3781
Riverview Capital Advisers
Massachusetts
$793K
PCM
3782
Prelude Capital Management
New York
$792K
AA
3783
Acorns Advisers
California
$792K
CIA
3784
Cascade Investment Advisors
Oregon
$792K
WFPG
3785
Waller Financial Planning Group
Ohio
$790K
IIA
3786
ICW Investment Advisors
Arizona
$789K
GSIS
3787
Global Strategic Investment Solutions
Arizona
$789K
SPA
3788
Sound Portfolio Advisors
Connecticut
$787K
GHA
3789
Good Harbor Advisors
Massachusetts
$787K
CWA
3790
Centerline Wealth Advisors
Kentucky
$786K
SHFP
3791
Second Half Financial Partners
Florida
$785K
OCA
3792
Odyssey Capital Advisors
Pennsylvania
$784K
RBC
3793
Roble Belko & Company
Pennsylvania
$784K
WWM
3794
Westwood Wealth Management
California
$783K
HBWM
3795
Hollow Brook Wealth Management
New York
$783K
BCG
3796
Bravias Capital Group
New Jersey
$782K
CSA
3797
Cornerstone Select Advisors
Missouri
$782K
RLIM
3798
Red Lighthouse Investment Management
New York
$782K
VWA
3799
VSM Wealth Advisory
Maryland
$781K
TWA
3800
Tandem Wealth Advisors
Arizona
$781K