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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
PIA
4526
Panoramic Investment Advisors
Colorado
$324K
MFA
4527
McClarren Financial Advisors
Pennsylvania
$323K
AWP
4528
Astra Wealth Partners
New Jersey
$323K
MCG
4529
McCollum Christoferson Group
New York
$323K
CCA
4530
Conservest Capital Advisors
Pennsylvania
$323K
EA
4531
Ellsworth Advisors
Ohio
$322K
RCP
4532
Roan Capital Partners
Tennessee
$322K
WCP
4533
Wick Capital Partners
Pennsylvania
$321K
NOI
4534
Newton One Investments
Delaware
$321K
I
4535
IMPACTfolio
Colorado
$320K
TFS
4536
truNorth Financial Services
Pennsylvania
$320K
CAM
4537
Capital Asset Management
Colorado
$320K
CA
4538
Claris Advisors
Missouri
$320K
MW
4539
Members Wealth
Pennsylvania
$319K
EIP
4540
Ellis Investment Partners
Pennsylvania
$318K
ACM
4541
Aurdan Capital Management
Pennsylvania
$318K
SFSG
4542
Sound Financial Strategies Group
Mississippi
$317K
PA
4543
Prossimo Advisors
California
$317K
LFG
4544
Lockerman Financial Group
California
$316K
VWM
4545
Verus Wealth Management
Wisconsin
$315K
NLA
4546
Northern Lights Advisors
Washington
$315K
SIM
4547
Synergy Investment Management
Florida
$314K
EP
4548
EPIQ Partners
Minnesota
$314K
TPCM
4549
Templeton & Phillips Capital Management
Tennessee
$313K
RS
4550
Retirement Solution
Washington
$313K