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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
CA
4826
CV Advisors
Florida
$211K
OWM
4827
Opes Wealth Management
California
$211K
BFP
4828
Briaud Financial Planning
Texas
$210K
TWG
4829
The Wealth Group
Minnesota
$210K
DK
4830
David Kennon
Florida
$209K
CWA
4831
Cornerstone Wealth Advisors
Minnesota
$209K
BIS
4832
BG Investment Services
Guam
$209K
PD
4833
Planning Directions
Pennsylvania
$208K
RFW
4834
Redwood Family Wealth
Texas
$208K
WWA
4835
Wingate Wealth Advisors
Massachusetts
$208K
GPW
4836
Gray Private Wealth
Massachusetts
$208K
SIA
4837
Spectrum Investment Advisors
Wisconsin
$207K
BWM
4838
BAM Wealth Management
Colorado
$207K
VWA
4839
Valued Wealth Advisors
Utah
$207K
PFA
4840
Pinnacle Family Advisors
Missouri
$206K
FFG
4841
Foundry Financial Group
New Hampshire
$206K
JCM
4842
Jag Capital Management
Missouri
$206K
FAM
4843
Forte Asset Management
New York
$206K
SPWM
4844
Smith Partners Wealth Management
North Carolina
$206K
LSL
4845
Legacy Solutions LLC
Pennsylvania
$206K
FCMC
4846
Founders Capital Management (Connecticut)
Connecticut
$206K
SG
4847
Somerset Group
Minnesota
$205K
PFA
4848
Peak Financial Advisors
Colorado
$204K
SFP
4849
Strategic Financial Partners
Oregon
$204K
AWM
4850
AAF Wealth Management
Massachusetts
$204K