JPM icon

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
4876
Copia Wealth Management
Oregon
$166K
HCM
4877
Horrell Capital Management
Arkansas
$161K
DCM
4878
Davis Capital Management
Florida
$150K
BH
4879
Burk Holdings
Oklahoma
$146K
MFT
4880
Moisand Fitzgerald Tamayo
Florida
$146K
IUHSA
4881
Itau Unibanco Holding S.A.
Brazil
$142K
CW
4882
Curio Wealth
Maryland
$141K
CCA
4883
Catalyst Capital Advisors
New York
$140K
SVWA
4884
Sarver Vrooman Wealth Advisors
Missouri
$137K
KI
4885
Keewaydin Investments
New York
$136K
CMA
4886
Cedar Mountain Advisors
Oregon
$132K
EA
4887
Evergreen Advisors
Tennessee
$129K
MWA
4888
Miller Wealth Advisors
Colorado
$126K
ICM
4889
Islay Capital Management
Texas
$125K
DPW
4890
DiNuzzo Private Wealth
Pennsylvania
$124K
PL
4891
Protective Life
Alabama
$123K
MAM
4892
Meeder Asset Management
Ohio
$123K
KG
4893
Kilter Group
New York
$121K
RTL
4894
Red Tortoise LLC
Georgia
$121K
OCM
4895
Osbon Capital Management
Massachusetts
$120K
AF
4896
Abound Financial
California
$116K
BFS
4897
Bare Financial Services
Pennsylvania
$115K
SWA
4898
Strategic Wealth Advisors
Arizona
$114K
FCG
4899
Financial Connections Group
California
$113K
FGAM
4900
Financial Gravity Asset Management
Texas
$112K