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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
CWM
4851
Cedar Wealth Management
California
$204K
SRCM
4852
Signature Resources Capital Management
California
$203K
PWA
4853
Provenance Wealth Advisors
Florida
$202K
ODFS
4854
O'Donnell Financial Services
California
$202K
BI
4855
Breachway Investments
Rhode Island
$202K
CIM
4856
Confluence Investment Management
Missouri
$202K
MFF
4857
Michels Family Financial
Texas
$201K
TGIA
4858
Torrey Growth & Income Advisors
California
$200K
SWM
4859
Salvus Wealth Management
New Jersey
$200K
HCP
4860
Hamilton Capital Partners
Georgia
$200K
PCM
4861
Passive Capital Management
Maryland
$200K
CCMI
4862
Creative Capital Management Investments
California
$195K
RF
4863
RetireMitten Financial
Michigan
$192K
EA
4864
Evolution Advisers
Virginia
$191K
MUMSS
4865
Mitsubishi UFJ Morgan Stanley Securities
Japan
$189K
AF
4866
Align Financial
Minnesota
$187K
TCM
4867
TD Capital Management
Tennessee
$186K
BCM
4868
Basso Capital Management
Connecticut
$178K
FNWA
4869
Financial Network Wealth Advisors
Utah
$178K
WA
4870
Whipplewood Advisors
Colorado
$177K
AIS
4871
Advocate Investing Services
Maryland
$176K
T
4872
TOBAM
France
$170K
SFO
4873
Standard Family Office
South Dakota
$169K
SAM
4874
Sherman Asset Management
California
$168K
WFA
4875
West Financial Advisors
Iowa
$166K