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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
SWMG
4026
Signature Wealth Management Group
Georgia
$607K
IDA
4027
Intelligence Driven Advisers
California
$607K
SFFS
4028
Stonehage Fleming Financial Services
Jersey
$607K
HIF
4029
Hill Island Financial
Michigan
$606K
JSA
4030
Jacobson & Schmitt Advisors
Wisconsin
$606K
CL
4031
COWA LLC
Oklahoma
$606K
GCWM
4032
Graham Capital Wealth Management
District of Columbia
$606K
BA
4033
Brightwater Advisory
Florida
$605K
SRWM
4034
Shira Ridge Wealth Management
California
$603K
RWC
4035
Rare Wolf Capital
Washington
$602K
SWIM
4036
Smallwood Wealth Investment Management
New Jersey
$601K
IVP
4037
Intrinsic Value Partners
Arizona
$598K
WI
4038
Wedgewood Investors
Pennsylvania
$597K
LAM
4039
Lakewood Asset Management
Illinois
$596K
IFO
4040
Independent Family Office
New York
$596K
JE
4041
Jacobs Equity
Utah
$594K
RWMG
4042
Redwood Wealth Management Group
New Jersey
$594K
SO
4043
Sierra Ocean
California
$593K
AC
4044
AWM Capital
Arizona
$593K
OFP
4045
OLIO Financial Planning
Virginia
$593K
MBI
4046
May Barnhard Investments
Maryland
$592K
WFS
4047
Widmann Financial Services
Maryland
$592K
AR
4048
Apeiron RIA
Texas
$591K
CWA
4049
Cura Wealth Advisors
Illinois
$590K
FCMA
4050
Foresight Capital Management Advisors
Michigan
$589K