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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
CWA
4126
CogentBlue Wealth Advisors
Tennessee
$542K
GA
4127
Gordian Advisors
Arizona
$542K
JWM
4128
Jupiter Wealth Management
Colorado
$542K
TCM
4129
Thoma Capital Management
Maryland
$542K
AFA
4130
American Financial Advisors
Georgia
$540K
WCM
4131
Warburton Capital Management
Oklahoma
$538K
BHPW
4132
Box Hill Private Wealth
Arizona
$538K
ICMM
4133
Integrated Capital Management (Michigan)
Michigan
$535K
CIC
4134
Chase Investment Counsel
Virginia
$535K
FGC
4135
First Growth Capital
Maryland
$535K
MFA
4136
Morling Financial Advisors
California
$534K
EFG
4137
Elm3 Financial Group
Georgia
$533K
NNPTE
4138
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$533K
MFPI
4139
Midwest Financial Partners Investments
Minnesota
$532K
WW
4140
Wright Wealth
Georgia
$530K
EA
4141
Echo45 Advisors
California
$529K
AWM
4142
Able Wealth Management
New Jersey
$529K
AWA
4143
Argos Wealth Advisors
California
$529K
CFS
4144
CGC Financial Services
Oregon
$528K
MWA
4145
Muirfield Wealth Advisors
North Carolina
$527K
HWMG
4146
Harbour Wealth Management Group
South Carolina
$527K
AFO
4147
Allie Family Office
Florida
$527K
CI
4148
Corient IA
Florida
$524K
FWMP
4149
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$524K
SLG
4150
Sanchez Levi Garrett
$523K