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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
OWM
4451
Orgel Wealth Management
Wisconsin
$352K
RRWA
4452
Rainey & Randall Wealth Advisors
Florida
$352K
HA
4453
Hanover Advisors
South Carolina
$352K
TFS
4454
Targeted Financial Services
Florida
$351K
DKCM
4455
Davidson Kahn Capital Management
California
$351K
HSWM
4456
Hubbell Strickland Wealth Management
Louisiana
$350K
SPAS
4457
Spectrum Planning & Advisory Services
California
$350K
LOIP
4458
Live Oak Investment Partners
Texas
$349K
CCM
4459
Cutler Capital Management
Massachusetts
$349K
FPW
4460
Flagship Private Wealth
Massachusetts
$349K
PCM
4461
Polymer Capital Management
New York
$349K
RWM
4462
Rialto Wealth Management
New York
$349K
SAM
4463
Satovsky Asset Management
New York
$349K
DF
4464
Daviman Financial
Indiana
$348K
QP
4465
Quartz Partners
New York
$348K
HHGA
4466
Halbert Hargrove Global Advisors
California
$348K
GSWA
4467
Good Steward Wealth Advisors
Tennessee
$347K
SHIM
4468
Stone House Investment Management
Pennsylvania
$346K
UW
4469
Unique Wealth
Florida
$346K
KIC
4470
Keating Investment Counselors
Florida
$346K
CWMS
4471
Cannon Wealth Management Services
North Carolina
$346K
AWA
4472
Alaska Wealth Advisors
Alaska
$345K
PWM
4473
Parkshore Wealth Management
California
$345K
CTWM
4474
Cherry Tree Wealth Management
Minnesota
$345K
SA
4475
Sicart Associates
New York
$345K