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
WQ
3976
Wealth Quarterback
New Jersey
$659K
SM
3977
Sensible Money
Arizona
$659K
SHF
3978
Safe Harbor Fiduciary
Florida
$658K
PGWM
3979
Pitti Group Wealth Management
New York
$658K
WCM
3980
Wealthcare Capital Management
Virginia
$656K
CFA
3981
Camarda Financial Advisors
Florida
$656K
RP
3982
Riverwater Partners
Wisconsin
$652K
EA
3983
Efficient Advisors
Ohio
$651K
CFG
3984
Compton Financial Group
Maryland
$651K
QCIG
3985
Quad-Cities Investment Group
Iowa
$650K
RPGNY
3986
Retirement Planning Group (New York)
New York
$650K
SCP
3987
Stevens Capital Partners
Nebraska
$650K
SCA
3988
Southern Capital Advisors
Tennessee
$650K
CYG
3989
Clean Yield Group
Vermont
$650K
PWMG
3990
Private Wealth Management Group
New Jersey
$649K
Axa
3991
Axa
France
$649K
S
3992
Sachetta
Massachusetts
$648K
CWMGO
3993
Capstone Wealth Management Group (Oregon)
Oregon
$648K
BGAI
3994
Bruce G. Allen Investments
Colorado
$648K
TWD
3995
True Wealth Design
Ohio
$648K
SIM
3996
Sterling Investment Management
Arizona
$647K
AF
3997
ASL Financial
California
$646K
MFS
3998
McNamara Financial Services
Massachusetts
$645K
DWM
3999
Darwin Wealth Management
Florida
$642K
DWS
4000
Dynamic Wealth Strategies
California
$642K