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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
SH
3901
SLT Holdings
Arizona
$712K
LJCM
3902
Lee Johnson Capital Management
Texas
$711K
WWP
3903
Wise Wealth Partners
Arizona
$710K
PCMNC
3904
Piedmont Capital Management (North Carolina)
North Carolina
$710K
CRIG
3905
Charter Research & Investment Group
Connecticut
$708K
AIA
3906
Arbor Investment Advisors
North Carolina
$707K
HFO
3907
Heritage Family Offices
Arizona
$705K
BHWM
3908
Beaird Harris Wealth Management
Texas
$705K
FCM
3909
Family Capital Management
Michigan
$705K
TS
3910
Tamar Securities
California
$704K
WAM
3911
Worth Asset Management
Texas
$703K
TCM
3912
Tuttle Capital Management
Connecticut
$703K
WCM
3913
Wallace Capital Management
Texas
$703K
BCM
3914
Boreal Capital Management
Florida
$703K
BWCS
3915
Beirne Wealth Consulting Services
Connecticut
$702K
PWA
3916
Physician Wealth Advisors
Utah
$702K
WWA
3917
Wisconsin Wealth Advisors
Wisconsin
$701K
APWA
3918
Atlas Private Wealth Advisors
New Jersey
$701K
FF
3919
Friday Financial
Iowa
$700K
CFP
3920
Cypress Financial Planning
New Jersey
$700K
PCMM
3921
Piedmont Capital Management (Montana)
Montana
$698K
LCA
3922
Legend Capital Advisors
New York
$698K
BW
3923
Basepoint Wealth
Iowa
$698K
TCMP
3924
Thrive Capital Management (Pennsylvania)
Pennsylvania
$698K
AWP
3925
Avid Wealth Partners
Texas
$695K