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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
BLAM
4276
Bourne Lent Asset Management
New York
$456K
PFA
4277
Plotkin Financial Advisors
Maryland
$456K
EI
4278
EDMP Inc
Florida
$455K
APW
4279
Axim Planning & Wealth
Ohio
$454K
WMN
4280
Wealth Management Nebraska
Nebraska
$451K
LF
4281
Lighthouse Financial
Florida
$450K
FDS
4282
Freedom Day Solutions
Texas
$449K
CCC
4283
Chelsea Counsel Company
California
$449K
IW
4284
Instrumental Wealth
Florida
$449K
SWM
4285
SFG Wealth Management
Maryland
$447K
KCAM
4286
Kagan Cocozza Asset Management
New Jersey
$446K
BDPWM
4287
Barnes Dennig Private Wealth Management
Ohio
$445K
KIA
4288
Kraematon Investment Advisors
Massachusetts
$444K
JPLA
4289
Joseph P. Lucia & Associates
New York
$444K
PF
4290
Prota Financial
Texas
$444K
RCI
4291
RS Crum Inc
California
$443K
PFA
4292
Pathway Financial Advisors
Vermont
$443K
CWM
4293
ClientFirst Wealth Management
Arkansas
$442K
MFS
4294
Madrona Financial Services
Washington
$442K
MA
4295
Mezzasalma Advisors
New Jersey
$441K
HP
4296
Highlander Partners
Texas
$441K
SAM
4297
Stembrook Asset Management
New Jersey
$441K
GC
4298
Gruss & Co
Florida
$441K
NA
4299
Nottingham Advisors
New York
$441K
MPPW
4300
Mitchell & Pahl Private Wealth
Oklahoma
$441K