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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
WFP
4501
Wrenne Financial Planning
Kentucky
$331K
GCP
4502
Guardian Capital (Pennsylvania)
Pennsylvania
$331K
DA
4503
Dash Acquisitions
California
$331K
LSWP
4504
Liberty Square Wealth Partners
Pennsylvania
$331K
FIC
4505
Family Investment Center
Missouri
$331K
IW
4506
Imprint Wealth
South Carolina
$330K
LPFG
4507
Landing Point Financial Group
Ohio
$330K
CAS
4508
CTC Alternative Strategies
Illinois
$329K
LAM
4509
Lountzis Asset Management
Pennsylvania
$328K
GWM
4510
GK Wealth Management
Nevada
$328K
DWM
4511
DWR Wealth Management
California
$328K
APW
4512
Atlantic Private Wealth
North Carolina
$328K
SCM
4513
Stonehearth Capital Management
Massachusetts
$328K
RWS
4514
Rochester Wealth Strategies
Michigan
$327K
LWM
4515
Laidlaw Wealth Management
New York
$327K
Eagle Capital Management (New York)
4516
Eagle Capital Management (New York)
New York
$326K
CCM
4517
Chiron Capital Management
Florida
$326K
BRIA
4518
Balanced Rock Investment Advisors
Massachusetts
$326K
HWA
4519
HighRoad Wealth Advisors
Oregon
$325K
PFA
4520
Pettinga Financial Advisors
Indiana
$325K
RG
4521
RHL Group
Michigan
$325K
WF
4522
Warner Financial
Maryland
$325K
NS
4523
Northland Securities
Minnesota
$325K
RFPS
4524
Reality Financial Planning Services
Florida
$324K
ARG
4525
Advisory Resource Group
Oklahoma
$324K