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JPMorgan Chase

4,985 hedge funds and large institutions have $571B invested in JPMorgan Chase in 2026 Q1 according to their latest regulatory filings, with 197 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
4,985
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
MWM
4351
MOR Wealth Management
Pennsylvania
$414K
GWA
4352
Geometric Wealth Advisors
District of Columbia
$414K
MGIA
4353
Matthew Goff Investment Advisor
Texas
$414K
DW
4354
Dodds Wealth
Colorado
$414K
LC
4355
Lavaca Capital
Texas
$414K
NCMW
4356
Northern Capital Management (Washington)
Washington
$413K
RAG
4357
RIA Advisory Group
Iowa
$413K
SC
4358
Shearwater Capital
Colorado
$413K
EP
4359
Essential Planning
New Hampshire
$412K
MAM
4360
Marotta Asset Management
Virginia
$411K
TWM
4361
Triton Wealth Management
Arizona
$409K
WA
4362
WESPAC Advisors
California
$409K
JWM
4363
JDH Wealth Management
California
$408K
HFS
4364
Hoge Financial Services
Pennsylvania
$408K
DI
4365
Disciplined Investments
Oklahoma
$407K
FWM
4366
Fonville Wealth Management
Virginia
$407K
PWM
4367
Penobscot Wealth Management
Maine
$405K
B
4368
Bellecapital
Switzerland
$405K
PS
4369
Portfolio Strategies
New York
$405K
AWM
4370
Avondale Wealth Management
Texas
$404K
KA
4371
Kure Advisory
Minnesota
$404K
SC
4372
Schubert & Co
Texas
$403K
EW
4373
Entruity Wealth
California
$403K
GFA
4374
Godfrey Financial Associates
New York
$401K
IWS
4375
Integrity Wealth Solutions
Colorado
$400K