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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
LAA
4651
Liberty Atlantic Advisors
Texas
$270K
AC
4652
Avant Capital
Louisiana
$270K
MF
4653
Manuka Financial
Virginia
$270K
NWA
4654
Northwest Wealth Advisors
Washington
$270K
CMMS
4655
Comprehensive Money Management Services
Florida
$270K
TNAM
4656
Terra Nova Asset Management
New York
$269K
MAA
4657
Mraz Amerine & Associates
California
$268K
GCM
4658
Gallacher Capital Management
Colorado
$268K
UI
4659
Unconventional Investor
New Hampshire
$268K
HCRE
4660
Hoya Capital Real Estate
Connecticut
$268K
HC
4661
Hoese & Co
Minnesota
$268K
CI
4662
Carroll Investors
South Carolina
$267K
EWA
4663
Exit Wealth Advisors
Georgia
$267K
GAM
4664
GEM Asset Management
Michigan
$267K
B
4665
BetterWealth
California
$266K
NLWP
4666
Next Level Wealth Planning
Idaho
$265K
EAM
4667
Everstar Asset Management
North Carolina
$265K
HPA
4668
High Probability Advisors
New York
$265K
TCOK
4669
Trust Company of Kansas
Kansas
$264K
BF
4670
Bonfire Financial
Colorado
$264K
GC
4671
GFG Capital
Florida
$263K
Q1WB
4672
Quest 10 Wealth Builders
Virginia
$263K
AWM
4673
Act Wealth Management
Texas
$262K
SL
4674
SFM LLC
New Hampshire
$262K
AWM
4675
Adams Wealth Management
Utah
$262K