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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
RIM
4676
Reliant Investment Management
Tennessee
$261K
GK
4677
Graney & King
New York
$260K
FWA
4678
Fulcrum Wealth Advisors
Washington
$260K
QL
4679
Quarry LP
New York
$260K
SSA
4680
Schonfeld Strategic Advisors
New York
$259K
STFP
4681
Signal Tree Financial Partners
Ohio
$259K
PFA
4682
Providence Financial Advisors
Kansas
$259K
GCS
4683
Gordian Capital (Singapore)
Singapore
$257K
BFA
4684
Ballast Financial Advisors
Pennsylvania
$257K
GCM
4685
Generation Capital Management
New York
$256K
CDWM
4686
Campbell Deegan Wealth Management
Virginia
$256K
MPIA
4687
Milestones Private Investment Advisors
New York
$255K
MA
4688
Macro Advisors
Pennsylvania
$255K
BWM
4689
Brickley Wealth Management
California
$254K
LAM
4690
Lummis Asset Management
Texas
$254K
LFA
4691
Legend Financial Advisors
Pennsylvania
$254K
N
4692
Numerai
California
$254K
SWM
4693
StoneCrest Wealth Management
Arizona
$253K
PCWA
4694
Pacific Capital Wealth Advisors
California
$253K
GHI
4695
Gross & Hartman Investments
Pennsylvania
$253K
BFS
4696
Beacon Financial Strategies
North Carolina
$253K
LWA
4697
Lifelong Wealth Advisors
Minnesota
$252K
LWM
4698
Luminvest Wealth Management
Arizona
$252K
FLP
4699
Financial Life Planners
Arizona
$251K
SHFC
4700
Safe Harbor Family Capital
North Carolina
$251K