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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
GPW
3851
Genesis Private Wealth
Virginia
$743K
1CP
3852
1015 Capital Partners
Pennsylvania
$742K
NWMG
3853
Nicholson Wealth Management Group
South Carolina
$742K
FAFN
3854
First Affirmative Financial Network
Colorado
$742K
IPW
3855
Impact Partnership Wealth
Georgia
$742K
WA
3856
Wealthstar Advisors
Texas
$741K
MA
3857
MKT Advisors
California
$740K
HFM
3858
Harvest Fund Management
China
$740K
FPCG
3859
Forum Private Client Group
Indiana
$740K
TA
3860
Tactive Advisors
Florida
$740K
PAW
3861
Plan A Wealth
Nebraska
$737K
NIWA
3862
New Insight Wealth Advisors
California
$736K
EWA
3863
Eagle Wealth Advisors
Connecticut
$736K
SCA
3864
Sassicaia Capital Advisers
New York
$735K
MPAM
3865
Murphy Pohlad Asset Management
Minnesota
$735K
BI
3866
Bramshill Investments
Florida
$735K
CIAS
3867
CBIZ Investment Advisory Services
Ohio
$735K
STB
3868
S&T Bank
Pennsylvania
$735K
CFG
3869
Carter Financial Group
Illinois
$735K
BRA
3870
Bender Robert & Associates
California
$734K
AL
3871
Arnhold LLC
New York
$733K
KFS
3872
Kaizen Financial Strategies
California
$733K
FI
3873
Financial Insights
Washington
$732K
WWC
3874
Waypoint Wealth Counsel
Georgia
$731K
CTC
3875
Corundum Trust Company
South Dakota
$728K