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JPMorgan Chase

4,984 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, 2,241 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 (-$68.4B)

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
4,984
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
CFP
4401
Curran Financial Partners
South Carolina
$381K
RPA
4402
Rock Point Advisors
Vermont
$379K
WFA
4403
Websterrogers Financial Advisors
South Carolina
$379K
MSF
4404
Mustard Seed Financial
Arkansas
$379K
MCM
4405
MontVue Capital Management
Virginia
$378K
HA
4406
Heartland Advisors
Wisconsin
$378K
GC
4407
Gibson Capital
Pennsylvania
$377K
CPA
4408
Cathy Pareto & Associates
Florida
$377K
BNA
4409
BankChampaign, National Association
Illinois
$376K
AAS
4410
AdviceOne Advisory Services
Connecticut
$376K
ZWA
4411
Zinnia Wealth Advisory
Florida
$375K
HI
4412
Human Investing
Oregon
$375K
AFS
4413
Axiom Financial Strategies
Indiana
$374K
STCOSD
4414
Sageworth Trust Company of South Dakota
South Dakota
$373K
CWMA
4415
Capstone Wealth Management (Alabama)
Alabama
$373K
LA
4416
Lakeside Advisors
Washington
$373K
HWMT
4417
Heritage Wealth Management (Texas)
Texas
$372K
W
4418
WPWealth
Texas
$372K
MLFP
4419
MPS Loria Financial Planners
Illinois
$372K
ORI
4420
Oak Ridge Investments
Illinois
$372K
AWA
4421
AmeriServ Wealth Advisors
Pennsylvania
$372K
BA
4422
Ballew Advisors
Mississippi
$371K
RWA
4423
Reicon Wealth Advisors
Georgia
$371K
CH
4424
CDKV Holdings
Colorado
$371K
CCM
4425
Colorado Capital Management
Colorado
$371K