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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, 2,094 increasing their positions, 2,243 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
NFTC
4151
North Forty Two & Co
Oregon
$523K
IWP
4152
Innova Wealth Partners
Pennsylvania
$523K
TWP
4153
Tower Wealth Partners
Pennsylvania
$523K
DWA
4154
Delta Wealth Advisors
Indiana
$523K
SWMG
4155
Sanchez Wealth Management Group
Florida
$522K
TA
4156
Townsend & Associates
Colorado
$520K
TLA
4157
Tanglewood Legacy Advisors
Texas
$519K
LWA
4158
Ledgewood Wealth Advisors
New Hampshire
$518K
MAM
4159
MMA Asset Management
Pennsylvania
$518K
XT
4160
XTX Topco
Cayman Islands
$517K
CCP
4161
Cushing Capital Partners
Wisconsin
$516K
JGIA
4162
Jackson Grant Investment Advisers
Connecticut
$516K
GRA
4163
Golden Road Advisors
Florida
$515K
GSWM
4164
Greenup Street Wealth Management
Michigan
$515K
SCA
4165
Sage Capital Advisors
South Dakota
$514K
WAG
4166
Wallace Advisory Group
California
$513K
S
4167
Storgate
Texas
$511K
FFG
4168
Fortress Financial Group
Minnesota
$510K
KFS
4169
Kurt F. Somerville
$509K
AWMG
4170
ADG Wealth Management Group
Louisiana
$509K
CM
4171
Columbus Macro
Pennsylvania
$509K
SOAG
4172
Silver Oak Advisory Group
Oregon
$508K
WFS
4173
Walker Financial Services
Kentucky
$508K
NRW
4174
Nova R Wealth
Kansas
$507K
KL
4175
KWMG LLC
Kansas
$507K