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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, 2,094 increasing their positions, 2,242 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 (-$68.2B)

16% less funds holding in top 10

Funds holding in top 10: 934781 (-153)

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
781
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
FI
4326
FWG Investments
Kentucky
$426K
SFG
4327
Synergy Financial Group
California
$425K
TP
4328
Trailhead Planners
Minnesota
$425K
OWA
4329
OakTrust Wealth Advisors
Connecticut
$424K
HKAM
4330
Horizon Kinetics Asset Management
New York
$423K
EMCIP
4331
Ewing Morris & Co Investment Partners
Ontario, Canada
$422K
RH
4332
RFG Holdings
Texas
$422K
FSCM
4333
Front Street Capital Management
Montana
$422K
SFC
4334
Strategic Financial Concepts
Texas
$421K
WG
4335
Warner Group
Connecticut
$421K
KLI
4336
Kelman-Lazarov Inc
Tennessee
$421K
SPFA
4337
Summit Place Financial Advisors
New Jersey
$421K
PTCG
4338
Pring Turner Capital Group
California
$421K
DWM
4339
DeLarme Wealth Management
California
$420K
NEPPG
4340
New England Professional Planning Group
Rhode Island
$420K
WN
4341
Williams & Novak
California
$419K
VIP
4342
Value Investment Professionals
New York
$418K
GFP
4343
Guardian Financial Partners
California
$418K
PFP
4344
Paragon Financial Partners
California
$418K
EFA
4345
Englebert Financial Advisers
Pennsylvania
$418K
MRI
4346
Mad River Investors
Massachusetts
$417K
LFS
4347
Lutz Financial Services
Nebraska
$417K
TFP
4348
Triune Financial Partners
Kansas
$416K
AL
4349
ADE LLC
Maryland
$416K
RA
4350
Resolute Advisors
California
$416K