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JPMorgan Chase

4,987 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, 2,093 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
4,987
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
CCA
4301
Cottonwood Capital Advisors
Utah
$440K
HIM
4302
Harbour Investment Management
Washington
$440K
SCM
4303
Saxony Capital Management
Missouri
$439K
CA
4304
Crane Advisory
California
$439K
RWM
4305
Ruedi Wealth Management
Illinois
$439K
AI
4306
AdvisorShares Investments
Maryland
$438K
DFG
4307
Demars Financial Group
Washington
$437K
JRPIM
4308
Journey Retirement Planning & Investment Management
Idaho
$436K
CWA
4309
Continuum Wealth Advisors
New York
$436K
BZWA
4310
Blue Zone Wealth Advisors
California
$434K
HGA
4311
Hobbs Group Advisors
South Carolina
$434K
PRRFG
4312
Paul R. Ried Financial Group
Washington
$433K
TFO
4313
Tarbox Family Office
California
$433K
TAM
4314
TCP Asset Management
Ohio
$432K
PFG
4315
Pinnacle Financial Group
Illinois
$432K
CWM
4316
Cooke Wealth Management
California
$432K
CCM
4317
Cloud Capital Management
Washington
$431K
MJP
4318
Michael J. Puzo
$429K
RFN
4319
Redwood Financial Network
Ohio
$429K
FA
4320
Freestate Advisors
Kansas
$429K
AFC
4321
Avise Financial Cooperative
California
$428K
SBCM
4322
Silverberg Bernstein Capital Management
New York
$428K
BF
4323
Brogan Financial
Tennessee
$428K
ACP
4324
Arcus Capital Partners
Georgia
$427K
PWML
4325
PATHWAY WEALTH MANAGEMENT LLC
Texas
$427K