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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
OA
4001
Oceanside Advisors
South Carolina
$640K
RWRC
4002
R.W. Roge & Company
New York
$640K
SBWIC
4003
Schaper Benz & Wise Investment Counsel
Wisconsin
$640K
RSF
4004
Rik Saylor Financial
Ohio
$636K
RS
4005
R Squared
Hong Kong
$635K
TF
4006
Tenzing Financial
Virginia
$634K
T
4007
Tableaux
Massachusetts
$634K
PDM
4008
Penn Davis McFarland
Texas
$632K
SFPG
4009
Stonebridge Financial Planning Group
Florida
$631K
CCIA
4010
Cherry Creek Investment Advisors
Colorado
$631K
WA
4011
Waterford Advisors
New York
$628K
FPW
4012
Flywheel Private Wealth
California
$627K
IWM
4013
Integris Wealth Management
California
$626K
SMBT
4014
Southern Michigan Bank & Trust
Michigan
$625K
SIP
4015
Stoneridge Investment Partners
Pennsylvania
$622K
CWA
4016
Centennial Wealth Advisory
Michigan
$621K
KFS
4017
Kelly Financial Services
Massachusetts
$618K
PWA
4018
Peterson Wealth Advisors
Utah
$615K
LP
4019
LGL Partners
Pennsylvania
$615K
EMAM
4020
Encompass More Asset Management
California
$614K
GSCM
4021
Greenfield Seitz Capital Management
Texas
$612K
VCWA
4022
Vanguard Capital Wealth Advisors
Colorado
$610K
WAN
4023
Wealth Advisors Northwest
Oregon
$609K
SGI
4024
Swan Global Investments
Colorado
$607K
KWA
4025
Kondo Wealth Advisors
California
$607K