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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
CFG
4476
Clayton Financial Group
Missouri
$344K
FCC
4477
Flower City Capital
New York
$344K
AA
4478
Auctus Advisors
North Carolina
$343K
BPW
4479
BLVD Private Wealth
Kentucky
$342K
OCFG
4480
O'Connor Financial Group
Illinois
$342K
TIA
4481
Tandem Investment Advisors
South Carolina
$342K
LPP
4482
Life Planning Partners
Florida
$342K
OPWM
4483
Oregon Pacific Wealth Management
Oregon
$341K
O3W
4484
Omni 360 Wealth
New Jersey
$340K
FAM
4485
Frontier Asset Management
Wyoming
$340K
HFF
4486
Halter Ferguson Financial
Indiana
$340K
BA
4487
Bellwether Advisors
Nebraska
$340K
CSIA
4488
Conrad Siegel Investment Advisors
Pennsylvania
$340K
PC
4489
Prairiewood Capital
North Dakota
$339K
AA
4490
ACT Advisors
North Carolina
$339K
FAOAI
4491
Fund Advisors of America Inc
Florida
$339K
MIM
4492
Macroview Investment Management
Maryland
$338K
FWA
4493
FOCUS Wealth Advisors
Texas
$338K
IWMO
4494
Integrated Wealth Management (Ohio)
Ohio
$335K
4WM
4495
4J Wealth Management
Virginia
$335K
MFS
4496
Mirabella Financial Services
United Kingdom
$334K
LFWA
4497
LiftPoint Family Wealth Advisors
New Jersey
$333K
FIT
4498
Financially in Tune
Massachusetts
$332K
LL
4499
LPWM LLC
Minnesota
$332K
JSA
4500
Jim Saulnier & Associates
Colorado
$332K