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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
TA
3876
TFB Advisors
Kansas
$727K
DFG
3877
Dupree Financial Group
Kentucky
$727K
SL
3878
StoryOne LLC
Kansas
$727K
WAM
3879
Walker Asset Management
Missouri
$727K
LIP
3880
Lynch Investment Planning
Pennsylvania
$726K
WMA
3881
William Mack & Associates
Michigan
$726K
XPN
3882
XY Planning Network
Montana
$726K
PCP
3883
Panoramic Capital Partners
Oregon
$725K
TPWA
3884
Twin Peaks Wealth Advisors
California
$724K
SFS
3885
Sharp Financial Services
Pennsylvania
$723K
BAMG
3886
Brand Asset Management Group
Missouri
$723K
SW
3887
SMART Wealth
Nebraska
$722K
HPWM
3888
High Point Wealth Management
New Jersey
$722K
PCM
3889
Prospera Capital Management
Arizona
$721K
CNWM
3890
Clay Northam Wealth Management
California
$720K
TLFA
3891
True Link Financial Advisors
California
$717K
TWM
3892
Troutman Wealth Management
Pennsylvania
$717K
CSW
3893
Cogent Strategic Wealth
Illinois
$715K
PSA
3894
Plum Street Advisors
Louisiana
$715K
JC
3895
Jacobs & Co
California
$715K
JA
3896
JVL Associates
Michigan
$714K
CFGSD
3897
Compass Financial Group (South Dakota)
South Dakota
$714K
RCM
3898
Rockbridge Capital Management
Virginia
$713K
FA
3899
FDx Advisors
Illinois
$713K
IPW
3900
Intergy Private Wealth
Colorado
$713K