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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
IDBONY
4626
Israel Discount Bank of New York
New York
$282K
UFA
4627
Uptown Financial Advisors
Texas
$282K
WCM
4628
WealthTrak Capital Management
Virginia
$282K
CCM
4629
Check Capital Management
California
$281K
AWM
4630
Alterna Wealth Management
Texas
$281K
MF
4631
Midwestern Financial
Iowa
$281K
CQWA
4632
Chokshi & Queen Wealth Advisors
California
$280K
AFWM
4633
Arta Finance Wealth Management
California
$280K
AAM
4634
Austin Asset Management
Texas
$280K
ES
4635
ETF Store
Kansas
$280K
JWS
4636
Juncture Wealth Strategies
Arizona
$278K
EWA
4637
Elevate Wealth Advisory
Georgia
$278K
EP
4638
E6 Portfolios
Utah
$278K
PFM
4639
Patton Fund Management
Texas
$277K
G
4640
Gainplan
Michigan
$277K
WH
4641
Whitcomb & Hess
Ohio
$276K
TF
4642
Theory Financial
Colorado
$276K
CP
4643
Capital Planning
Washington
$276K
IFS
4644
Integrated Financial Solutions
Virginia
$276K
HSWS
4645
Higgins & Schmidt Wealth Strategies
Colorado
$275K
FS
4646
Ferguson Shapiro
Georgia
$275K
KCM
4647
Kennedy Capital Management
Missouri
$274K
SFAM
4648
Sawyer Falduto Asset Management
Illinois
$272K
WPWM
4649
Western Pacific Wealth Management
Illinois
$271K
LOAMU
4650
Lombard Odier Asset Management (USA)
New York
$271K