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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
T
4776
Tidemark
California
$228K
DFP
4777
Donalies Financial Planning
District of Columbia
$228K
SWA
4778
Sightline Wealth Advisors
Connecticut
$228K
FH
4779
Financial Harvest
Florida
$228K
RS
4780
Rakuten Securities
Japan
$227K
EMB
4781
Elefante Mark B
$227K
PA
4782
Prosperity Advisers
Pennsylvania
$227K
AWM
4783
Austin Wealth Management
Texas
$226K
DJYG
4784
David J. Yvars Group
Florida
$226K
II
4785
Impact Investors
California
$226K
CWR
4786
Chico Wealth RIA
California
$225K
FAC
4787
Financial Advisory Corporation
Michigan
$225K
NPAN
4788
Northeast Planning Associates NH
New Hampshire
$225K
OFP
4789
OFC Financial Planning
New Jersey
$224K
TCM
4790
Tran Capital Management
California
$224K
FF
4791
Foronjy Financial
California
$223K
HOWA
4792
Hudson Oak Wealth Advisory
New Jersey
$222K
JBA
4793
Johnson Bixby & Associates
Washington
$222K
MAM
4794
Marquette Asset Management
Minnesota
$221K
CISOA
4795
Capital Investment Services of America
Wisconsin
$221K
CEI
4796
Clark Estates Inc
New York
$221K
PWS
4797
Proactive Wealth Strategies
Georgia
$220K
PIA
4798
Petredis Investment Advisors
Pennsylvania
$220K
GWM
4799
Grand Wealth Management
Michigan
$219K
MAV
4800
Mason & Associates (Virginia)
Virginia
$219K