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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
BAM
4251
Belleair Asset Management
Florida
$466K
LD
4252
Lipe & Dalton
New York
$466K
WA
4253
Waystone Advisors
Washington
$465K
RIP
4254
RAM Investment Partners
Washington
$464K
CC
4255
Capital Counsel
New York
$464K
SSG
4256
Summit Securities Group
New York
$463K
SWA
4257
Strata Wealth Advisors
Texas
$462K
SWP
4258
ShoreHaven Wealth Partners
New Jersey
$462K
MQWP
4259
Morey & Quinn Wealth Partners
Nebraska
$462K
HKIMG
4260
Hutchens & Kramer Investment Management Group
Indiana
$462K
CCM
4261
Chickasaw Capital Management
Tennessee
$461K
FFC
4262
Frederick Financial Consultants
Maryland
$461K
LWP
4263
LeClair Wealth Partners
Ohio
$461K
BWAM
4264
Blue Water Asset Management
Michigan
$461K
RWM
4265
RMG Wealth Management
Wisconsin
$461K
CCWP
4266
Cedar Cove Wealth Partners
Minnesota
$460K
KCM
4267
Kendall Capital Management
Maryland
$459K
AAS
4268
Asset Allocation Strategies
Michigan
$459K
BFS
4269
Baskin Financial Services
Ontario, Canada
$459K
GCM
4270
G2 Capital Management
Ohio
$458K
MSWM
4271
Mowery & Schoenfeld Wealth Management
Illinois
$458K
EFL
4272
ERn Financial LLC
Wisconsin
$458K
SAM
4273
Seelaus Asset Management
New Jersey
$457K
PAS
4274
Parsonex Advisory Services
Colorado
$457K
PFS
4275
Prospect Financial Services
New York
$456K