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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
APWM
4376
Argonautica Private Wealth Management
Massachusetts
$400K
HBS
4377
Howard Bailey Securities
Indiana
$399K
PF
4378
PlanVest Financial
Maryland
$399K
IWM
4379
IMG Wealth Management
Florida
$398K
PVI
4380
Pura Vida Investments
New York
$397K
IWS
4381
Intentional Wealth Strategies
Colorado
$397K
JCM
4382
J2 Capital Management
Michigan
$396K
SG
4383
Sankala Group
Colorado
$395K
VPF
4384
Vantage Point Financial
Illinois
$395K
TCM
4385
Traub Capital Management
Massachusetts
$395K
MWA
4386
Monograph Wealth Advisors
California
$393K
VFS
4387
Valpey Financial Services
New Hampshire
$391K
LAMC
4388
Longview Asset Management (California)
California
$391K
TWM
4389
Tumwater Wealth Management
Idaho
$390K
LKBC
4390
L.K. Benson & Company
Maryland
$390K
VR
4391
Valued Retirements
Texas
$388K
EW
4392
Enzi Wealth
Texas
$388K
FPN
4393
Financial Planning Navigators
Minnesota
$386K
RCM
4394
Richardson Capital Management
Wisconsin
$385K
HWA
4395
Hilltop Wealth Advisors
North Carolina
$385K
PPWM
4396
Perissos Private Wealth Management
Oklahoma
$384K
KFG
4397
Kelly Financial Group
Connecticut
$384K
LGW
4398
Leslie Global Wealth
Illinois
$383K
PCC
4399
Park Circle Company
Maryland
$382K
SCM
4400
Sage Capital Management
New Jersey
$382K