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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
LAM
4426
Lifestyle Asset Management
Texas
$368K
WA
4427
Winter & Associates
Minnesota
$368K
SHJ
4428
Sharkey, Howes & Javer
Colorado
$367K
AWP
4429
Accretive Wealth Partners
New Jersey
$365K
SPA
4430
Sentinel Pension Advisors
Massachusetts
$365K
HA
4431
Helium Advisors
Washington
$364K
R
4432
Rebalance
California
$363K
HWA
4433
Heritage Wealth Architects
Minnesota
$363K
IWP
4434
IAG Wealth Partners
Wisconsin
$363K
BFA
4435
Brown Financial Advisory
Alabama
$362K
AWA
4436
Adapt Wealth Advisors
Georgia
$362K
IMT
4437
Investment Management Trust
Massachusetts
$360K
JF
4438
JMN Financial
Ohio
$360K
PWS
4439
Precision Wealth Strategies
Missouri
$359K
NQWM
4440
Northwest Quadrant Wealth Management
Oregon
$358K
PEWA
4441
Pacific Excel Wealth Advisors
California
$358K
PSC
4442
Prentiss Smith & Co
Vermont
$357K
GFG
4443
Grantvest Financial Group
New Jersey
$357K
JHC
4444
J. Hagan Capital
Kentucky
$356K
RWFS
4445
Rayburn West Financial Services
Tennessee
$356K
PS
4446
Pinney & Scofield
Massachusetts
$355K
PFO
4447
PMG Family Office
Texas
$355K
VPWA
4448
Vestia Personal Wealth Advisors
Indiana
$354K
CWA
4449
Cascade Wealth Advisors
Washington
$353K
W
4450
WorthPointe
California
$352K