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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
OWM
4201
Omnitrust Wealth Management
Florida
$492K
EWA
4202
Encompass Wealth Advisors
Oregon
$492K
GCP
4203
Gill Capital Partners
Colorado
$492K
EMC
4204
Everest Management Corp
California
$491K
AWA
4205
ARQ Wealth Advisors
Arizona
$489K
KC
4206
Kinloch Capital
Virginia
$489K
BFM
4207
Boothbay Fund Management
New York
$488K
PCMH
4208
Polymer Capital Management (HK)
Hong Kong
$488K
FCU
4209
Financial Concepts Unlimited
Maine
$488K
MWM
4210
Momentous Wealth Management
Washington
$487K
EC
4211
Eaton-Cambridge
Arizona
$487K
CA
4212
CWC Advisors
Oregon
$487K
CS
4213
CapitalatWork SA
$487K
CWMGP
4214
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$487K
HIA
4215
HTG Investment Advisors
Connecticut
$486K
PFA
4216
Presper Financial Architects
Ohio
$486K
FAN
4217
Financial Advisors Network
California
$485K
IPW
4218
IronBridge Private Wealth
Texas
$485K
GCA
4219
Genesee Capital Advisors
New York
$484K
PRI
4220
Prepared Retirement Institute
Pennsylvania
$484K
EWM
4221
Endowment Wealth Management
Wisconsin
$484K
PWM
4222
Power Wealth Management
Georgia
$483K
EWL
4223
Emissary Wealth LLC
New Jersey
$482K
TFCP
4224
Twin Focus Capital Partners
Massachusetts
$482K
TW
4225
Towerpoint Wealth
California
$482K