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JPMorgan Chase

4,983 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, 2,240 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 (-$68.5B)

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
4,983
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
AAM
4576
Auxier Asset Management
Oregon
$298K
FGG
4577
Financial Guidance Group
Florida
$297K
MFG
4578
Midwest Financial Group
Kansas
$297K
CFWMA
4579
Center for Wealth Management Advisory
Ohio
$297K
AV
4580
Aspiring Ventures
Ohio
$296K
GJIA
4581
Glass Jacobson Investment Advisors
Maryland
$296K
PCA
4582
Private Capital Advisors
Connecticut
$296K
PP
4583
PFS Partners
New Jersey
$296K
PC
4584
Purewater Capital
Texas
$295K
OA
4585
Oxbow Advisors
Texas
$295K
NAMM
4586
NorthStar Asset Management (Massachusetts)
Massachusetts
$295K
DWM
4587
Daner Wealth Management
Georgia
$295K
CA
4588
Cumberland Advisors
Florida
$294K
UWM
4589
USAdvisors Wealth Management
Minnesota
$294K
CMP
4590
Coston McIsaac & Partners
Maine
$294K
VWM
4591
Vermillion Wealth Management
Minnesota
$293K
AFS
4592
AFG Fiduciary Services
Massachusetts
$293K
HWM
4593
HRC Wealth Management
Idaho
$293K
MA
4594
McGrath & Associates
North Carolina
$293K
SF
4595
SWP Financial
California
$293K
DQRIM
4596
Dale Q Rice Investment Management
Washington
$292K
FWSM
4597
First Wilshire Securities Management
California
$292K
AA
4598
Advisory Advocates
Michigan
$292K
RIG
4599
Renaissance Investment Group
Massachusetts
$292K
KOC
4600
Koss-Olinger Consulting
Florida
$291K