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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
TFA
4551
TPG Financial Advisors
Oregon
$312K
LSC
4552
Lesa Sroufe & Co
Washington
$312K
JWM
4553
Jackson Wealth Management
Florida
$312K
UA
4554
URS Advisory
Florida
$312K
TFP
4555
TrueWealth Financial Partners
Washington
$312K
EIA
4556
Eastover Investment Advisors
North Carolina
$311K
NBWM
4557
North Berkeley Wealth Management
California
$311K
CFM
4558
Comprehensive Financial Management
California
$310K
JWM
4559
Johnson Wealth Management
North Dakota
$308K
BBNB
4560
Baker Boyer National Bank
Washington
$307K
PPP
4561
Prism Planning Partners
Illinois
$307K
MGAM
4562
McGowan Group Asset Management
Texas
$307K
AF
4563
AtlasMark Financial
Texas
$306K
CJ
4564
Caitlin John
Michigan
$306K
PCMK
4565
Paragon Capital Management (Kansas)
Kansas
$305K
HA
4566
HFG Advisors
Ohio
$305K
AFO
4567
Arrowroot Family Office
California
$305K
CCP
4568
Clarkston Capital Partners
Michigan
$304K
SA
4569
Skyline Advisors
Washington
$303K
MCIA
4570
Mountain Capital Investment Advisors
Colorado
$301K
CMF
4571
Counterpoint Mutual Funds
California
$299K
NHFG
4572
New Harbor Financial Group
Massachusetts
$299K
BWG
4573
Balanced Wealth Group
Ohio
$299K
VW
4574
Veridan Wealth
Oregon
$299K
IWB
4575
Innovative Wealth Building
Maryland
$298K