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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
OFS
4701
Opus Financial Solutions
Illinois
$251K
MWM
4702
Mascagni Wealth Management
Mississippi
$251K
KAS
4703
Kemnay Advisory Services
New York
$250K
PFC
4704
Phocas Financial Corp
California
$250K
SAS
4705
Stelac Advisory Services
New York
$250K
MTC
4706
McDaniel Terry & Co
Texas
$250K
BCWM
4707
Ball & Co Wealth Management
Tennessee
$250K
BWG
4708
Beta Wealth Group
California
$250K
SWM
4709
Schwallier Wealth Management
Michigan
$250K
PC
4710
Parrish Capital
Georgia
$249K
AWMS
4711
Advocacy Wealth Management Services
Georgia
$249K
ACM
4712
Avalon Capital Management
California
$249K
AI
4713
Auour Investments
Massachusetts
$248K
BWA
4714
BCU Wealth Advisors
Illinois
$248K
AW
4715
Avion Wealth
Texas
$248K
QA
4716
Quattro Advisors
Pennsylvania
$248K
CAAM
4717
Cornerstone Advisors Asset Management
Pennsylvania
$248K
FA
4718
Fortis Advisors
Pennsylvania
$248K
JWM
4719
Jacksonville Wealth Management
Florida
$247K
C
4720
Covestor
United Kingdom
$247K
VWM
4721
Vigil Wealth Management
Florida
$247K
EPL
4722
Essential Partners LLC
California
$247K
NCG
4723
Newport Capital Group
New Jersey
$247K
GVCM
4724
Global View Capital Management
Wisconsin
$246K
AFG
4725
Altiora Financial Group
Ohio
$246K