JPM icon

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
SFG
3951
SNS Financial Group
Minnesota
$676K
OCG
3952
Opus Capital Group
Ohio
$676K
RC
3953
Rexford Capital
Texas
$675K
DF
3954
Dunhill Financial
United Kingdom
$674K
4A
3955
4Wealth Advisors
Illinois
$674K
Blackstone Inc
3956
Blackstone Inc
New York
$673K
PI
3957
Pachira Investments
California
$673K
SIMC
3958
Squire Investment Management Company
Utah
$672K
BBA
3959
Braun-Bostich & Associates
Pennsylvania
$672K
KC
3960
Knuff & Co
California
$671K
BWS
3961
Broadway Wealth Solutions
Texas
$671K
RSWA
3962
Robinson Smith Wealth Advisors
Maine
$670K
FGI
3963
Foresight Global Investors
New York
$670K
CGH
3964
CMG Global Holdings
Texas
$670K
GWA
3965
Gratus Wealth Advisors
Virginia
$670K
EP
3966
Ehrenkranz Partners
New York
$667K
LBC
3967
Leigh Baldwin & Co
New York
$665K
CWMP
3968
Clarion Wealth Managment Partners
Virginia
$664K
CCM
3969
Carderock Capital Management
Maryland
$662K
MCM
3970
M1 Capital Management
Michigan
$661K
WP
3971
Waycross Partners
Kentucky
$661K
LFA
3972
Level Financial Advisors
New York
$661K
FCM
3973
Fourpath Capital Management
Oklahoma
$661K
BIA
3974
Bell Investment Advisors
California
$660K
DWML
3975
Decker Wealth Management LLC
Tennessee
$659K