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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
WWA
4051
Wealth Watch Advisors
Colorado
$589K
ATFA
4052
All Terrain Financial Advisors
Minnesota
$589K
BCM
4053
Brooktree Capital Management
Michigan
$588K
BOA
4054
Birnam Oak Advisors
New York
$588K
BAG
4055
Bauman Advisory Group
Nevada
$587K
TP
4056
Thayer Partners
Pennsylvania
$587K
ORAM
4057
One River Asset Management
Connecticut
$586K
SFP
4058
Sterling Financial Planning
New Jersey
$584K
SA
4059
Sonoma Allocations
California
$584K
HFW
4060
Horizon Family Wealth
Illinois
$583K
KNFPWM
4061
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$583K
CFP
4062
Comprehensive Financial Planning
Pennsylvania
$582K
RFG
4063
REAP Financial Group
Texas
$582K
DP
4064
Denver PWM
Colorado
$580K
RHJA
4065
Rice Hall James & Associates
California
$579K
KA
4066
Kearns & Associates
California
$579K
MSWM
4067
Master's Wealth Management
Pennsylvania
$578K
MAMG
4068
Milestone Asset Management Group
Connecticut
$578K
PSP
4069
Pacific Sage Partners
Washington
$578K
BWA
4070
Bestgate Wealth Advisors
Maryland
$578K
CW
4071
Cedarwood Wealth
Colorado
$578K
JIG
4072
Junk Investment Group
Maryland
$577K
SA
4073
Stewardship Advisors
Pennsylvania
$577K
AFS
4074
Anderson Financial Strategies
Ohio
$576K
BBWP
4075
Beacon Bridge Wealth Partners
Pennsylvania
$574K