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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
PFG
3826
Prospect Financial Group
Virginia
$759K
BFG
3827
Birch Financial Group
New Hampshire
$758K
CWM
3828
Cherrydale Wealth Management
New Jersey
$758K
AIA
3829
Accelerate Investment Advisors
California
$757K
OAJ
3830
Ogorek Anthony Joseph
New York
$757K
FA
3831
Fedenia Advisers
Wisconsin
$756K
CI
3832
CacheTech Inc
Utah
$756K
VR
3833
Vision Retirement
New Jersey
$755K
BCB
3834
Brian C. Broderick
$753K
NWP
3835
NerdWallet Wealth Partners
New York
$751K
ETS
3836
ESL Trust Services
New York
$751K
DFS
3837
Dixon Fnancial Services
California
$751K
BAS
3838
Breakthru Advisory Services
Wisconsin
$751K
MWM
3839
Maridea Wealth Management
New York
$750K
SAM
3840
Shikiar Asset Management
New York
$750K
SDH
3841
Sloy Dahl & Holst
Washington
$749K
KFP
3842
Keener Financial Planning
Texas
$748K
OWM
3843
OneAscent Wealth Management
Alabama
$747K
AWP
3844
Axis Wealth Partners
Rhode Island
$747K
IIWM
3845
Investment Insight Wealth Management
New York
$747K
MFP
3846
Meramec Financial Planners
Missouri
$747K
HB
3847
Horizon Bancorp
Indiana
$746K
NWM
3848
Nolet Wealth Management
Texas
$746K
AFIA
3849
America First Investment Advisors
Nebraska
$744K
CCG
3850
Catalina Capital Group
California
$744K