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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
RAS
4226
RPS Advisory Solutions
Kentucky
$481K
UWM
4227
Urban Wealth Management
California
$481K
WWM
4228
Wiser Wealth Management
Georgia
$481K
SIS
4229
Strategic Investment Solutions
Illinois
$480K
2L
4230
25 LLC
Missouri
$480K
GWSA
4231
Global Wealth Strategies & Associates
Colorado
$479K
SWIA
4232
Solano Wealth Investment Advisors
California
$478K
CHWM
4233
Cauble & Harre Wealth Management
Missouri
$476K
LFASL
4234
Lugano Financial Advisors SA (LFA)
Switzerland
$475K
VBFP
4235
Valtinson Bruner Financial Planning
Minnesota
$475K
CFS
4236
Cannon Financial Strategists
Georgia
$474K
GFL
4237
Granite FO LLC
New Hampshire
$473K
SFMG
4238
Sage Financial Management Group
Virginia
$473K
FSBI
4239
Fearless Solutions (Best Invest)
Texas
$472K
GGI
4240
Godsey & Gibb Inc
Virginia
$471K
TWM
4241
Trevian Wealth Management
Massachusetts
$471K
HWMC
4242
Heritage Wealth Management (California)
California
$471K
LIA
4243
Luken Investment Analytics
Tennessee
$470K
BFAG
4244
Blackston Financial Advisory Group
Florida
$470K
QWM
4245
Quaker Wealth Management
New Jersey
$470K
SHWM
4246
Smith & Howard Wealth Management
Georgia
$469K
BWP
4247
BlueStem Wealth Partners
Minnesota
$468K
CP
4248
Clarendon Private
Massachusetts
$467K
AAMC
4249
Asset Allocation & Management Company
Illinois
$467K
BWM
4250
Boyd Wealth Management
California
$466K