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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
KRW
4801
Kaufman Rossin Wealth
Florida
$219K
OWCM
4802
One Wealth Capital Management
Arizona
$218K
CCAL
4803
City Center Advisors LLC
Michigan
$218K
GCM
4804
Gator Capital Management
Florida
$218K
ECAM
4805
East Coast Asset Management
Massachusetts
$217K
LBC
4806
Lane Brothers & Co
Arizona
$217K
RWP
4807
Ridgeline Wealth Planning
Ohio
$217K
UFPG
4808
United Financial Planning Group
New York
$217K
MPW
4809
MA Private Wealth
California
$217K
WCM
4810
Westend Capital Management
California
$217K
AWA
4811
Argo Wealth Advisory
Virginia
$216K
CCM
4812
Chaney Capital Management
Washington
$216K
FWWM
4813
Fiscal Wisdom Wealth Management
Connecticut
$214K
BC
4814
Brio Consultants
California
$214K
WPA
4815
Wealth Preservation Advisors
Tennessee
$214K
IP
4816
Integras Partners
Georgia
$214K
PFS
4817
Professional Financial Solutions
Virginia
$214K
IA
4818
IFS Advisors
Kansas
$213K
GBA
4819
Garrison Bradford & Associates
New York
$213K
TCM
4820
Teza Capital Management
Illinois
$213K
NWM
4821
Navigoe Wealth Management
California
$213K
CPW
4822
Crestmont Private Wealth
Texas
$213K
DTL
4823
Dynamic Technology Lab
Singapore
$213K
SFA
4824
Seneca Financial Advisors
New York
$213K
SMF
4825
Sterling Manor Financial
New York
$212K