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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
SWM
4751
Stonebridge Wealth Management
Illinois
$240K
MWM
4752
Mittelman Wealth Management
Massachusetts
$239K
HC
4753
Headland Capital
South Carolina
$239K
PP
4754
Pearl Planning
Michigan
$238K
DF
4755
DecisionPoint Financial
Arizona
$238K
NWM
4756
Navigate Wealth Management
Alabama
$237K
EPAM
4757
Evelyn Partners Asset Management
$237K
CAM
4758
Cobblestone Asset Management
Virginia
$237K
PPW
4759
PACK Private Wealth
Minnesota
$236K
RA
4760
RiverTree Advisors
Florida
$235K
1NWS
4761
1 North Wealth Services
Maryland
$235K
SF
4762
Schaeffer Financial
Maryland
$235K
FHWM
4763
Fox Hill Wealth Management
Massachusetts
$234K
VFG
4764
V2 Financial group
Illinois
$233K
PCM
4765
Pincus Capital Management
New York
$233K
MW
4766
Marrick Wealth
California
$233K
FA
4767
Financial Avengers
California
$232K
FPTW
4768
Franklin, Parlapiano, Turner & Welch
Texas
$231K
SP
4769
Sequent Planning
Nebraska
$230K
PWM
4770
Peak Wealth Management
New Hampshire
$229K
CD
4771
Capital Developers
North Carolina
$229K
PFM
4772
Peak Financial Management
Massachusetts
$229K
IC
4773
Iconiq Capital
California
$229K
TWP
4774
TFO Wealth Partners
Ohio
$229K
GF
4775
Goodman Financial
Texas
$229K