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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
CWM
4101
Consultiva Wealth Management
Puerto Rico
$551K
CB
4102
Cooke & Bieler
Pennsylvania
$551K
TBWA
4103
Three Bridge Wealth Advisors
California
$550K
RFP
4104
Roth Financial Partners
Texas
$549K
2WWM
4105
21 West Wealth Management
California
$549K
LWA
4106
LifeGoal Wealth Advisors
New York
$549K
TCM
4107
Tradewinds Capital Management
Washington
$549K
WHCI
4108
W.H. Cornerstone Investments
Massachusetts
$548K
OPWM
4109
Oxinas Partners Wealth Management
Indiana
$548K
1L
4110
10Elms LLP
Oklahoma
$548K
GC
4111
Guilbault Capital
Louisiana
$548K
AMG
4112
Asset Management Group
Connecticut
$548K
AM
4113
Atwater Malick
Pennsylvania
$547K
DFA
4114
DHJJ Financial Advisors
Illinois
$547K
DWM
4115
Denver Wealth Management
Colorado
$546K
RIP
4116
Reliant Investment Partners
North Carolina
$545K
CWA
4117
Clarus Wealth Advisors
Arizona
$545K
GFA
4118
Gladwyn Financial Advisors
Virginia
$545K
IWAO
4119
Independence Wealth Advisors (Ohio)
Ohio
$545K
WBCM
4120
Wilson & Boucher Capital Management
California
$545K
FFS
4121
Fortress Financial Solutions
Arizona
$544K
DWAM
4122
Duncan Williams Asset Management
Tennessee
$544K
RK
4123
Rather & Kittrell
Tennessee
$543K
NWMP
4124
Noble Wealth Management PBC
Colorado
$543K
SC
4125
Schiavi & Co
Delaware
$543K