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JPMorgan Chase

4,982 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, 2,239 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)

17% less funds holding in top 10

Funds holding in top 10: 934779 (-155)

25% less call options, than puts

Call options by funds: $8.1B | Put options by funds: $10.8B

Holders
4,982
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
779
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
ZAM
4601
Zevin Asset Management
Massachusetts
$290K
W
4602
WealthCollab
Washington
$290K
OFG
4603
Opulen Financial Group
Virginia
$290K
PWA
4604
Prairie Wealth Advisors
Nebraska
$290K
NA
4605
Nautilus Advisors
California
$290K
BCAM
4606
Boston Common Asset Management
Massachusetts
$289K
MWM
4607
Magnolia Wealth Management
Alabama
$289K
WOSD
4608
WFA of San Diego
California
$289K
FWM
4609
FFT Wealth Management
Pennsylvania
$288K
AW
4610
Ankerstar Wealth
Texas
$288K
RLWM
4611
RF&L Wealth Management
Massachusetts
$288K
RI
4612
Rinkey Investments
California
$287K
FFW
4613
Fusion Family Wealth
New York
$287K
KFG
4614
Kropog Financial Group
Louisiana
$287K
WA
4615
WPG Advisers
Maryland
$287K
HOWA
4616
Heritage Oak Wealth Advisors
Florida
$287K
ACM
4617
Anfield Capital Management
California
$287K
AIA
4618
Alternative Investment Advisors
Florida
$285K
WFP
4619
Welch Financial Planning
Colorado
$285K
WIP
4620
WealthCare Investment Partners
Rhode Island
$284K
DWA
4621
Delos Wealth Advisors
Texas
$284K
FCM
4622
Fogel Capital Management
Florida
$284K
BHWM
4623
Bay Harbor Wealth Management
Maryland
$284K
CPWM
4624
Cypress Point Wealth Management
Texas
$282K
RIAS
4625
Rachor Investment Advisory Services
Michigan
$282K