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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
AWC
4176
Adamsbrown Wealth Consultants
Kansas
$506K
AWAU
4177
Alliance Wealth Advisors (Utah)
Utah
$506K
BGA
4178
Battery Global Advisors
Massachusetts
$505K
YWM
4179
Yoder Wealth Management
California
$505K
BOSSRA
4180
B.O.S.S. Retirement Advisors
Utah
$505K
DC
4181
Defender Capital
North Carolina
$505K
NFW
4182
Noble Family Wealth
Florida
$504K
HFRG
4183
Houlihan Financial Resource Group
Virginia
$504K
RFS
4184
RM Financial Services
Maine
$503K
NRWA
4185
North Ridge Wealth Advisors
Oregon
$503K
NPI
4186
New Perspectives Inc
Mississippi
$501K
JCIA
4187
Jackson Creek Investment Advisors
Colorado
$500K
AFC
4188
Ares Financial Consulting
California
$500K
WWM
4189
WT Wealth Management
Arizona
$500K
PBF
4190
Petix & Botte Financial
California
$499K
TPF
4191
Tribridge Partners Financial
Maryland
$498K
GAMC
4192
Garner Asset Management Corp
Texas
$498K
PVAMC
4193
PPS&V Asset Management Consultants
Michigan
$497K
JRFS
4194
James Reed Financial Services
Ohio
$495K
CMBA
4195
C.M. Bidwell & Associates
Hawaii
$494K
BMCM
4196
Burns Matteson Capital Management
New York
$493K
FFG
4197
Forum Finance Group
$493K
AIFAIM
4198
American Institute for Advanced Investment Management
Arizona
$493K
CA
4199
Cache Advisors
California
$493K
RAM
4200
Riggs Asset Management
Pennsylvania
$492K