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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
VERPA
4901
Virginia Estate & Retirement Planning Advisors
Virginia
$112K
PP
4902
Pingora Partners
Wyoming
$110K
MSG
4903
Main Street Group
Virginia
$110K
RF
4904
Robbins Farley
New Hampshire
$101K
KCM
4905
Key Capital Management
Tennessee
$99.1K
SR
4906
Swiss Re
Switzerland
$98.2K
NL
4907
NorthAvenue LLC
Ohio
$98K
MCA
4908
Midwest Capital Advisors
Michigan
$95.7K
VEA
4909
Virtus ETF Advisers
New York
$95.3K
SFCL
4910
Strengthening Families & Communities LLC
Massachusetts
$93.4K
RWS
4911
Retirement Wealth Solutions
Wisconsin
$91.7K
EFMH
4912
E Fund Management (HK)
Hong Kong
$91.2K
MWA
4913
Merkkuri Wealth Advisors
New York
$91.1K
MBFW
4914
Morton Brown Family Wealth
Pennsylvania
$87.1K
APW
4915
Acima Private Wealth
Virginia
$87.1K
BC
4916
Bayforest Capital
United Kingdom
$85.6K
GXJ
4917
Global X Japan
Japan
$85.6K
CWP
4918
Clark Wealth Partners
Illinois
$84.5K
SA
4919
Seneschal Advisors
Washington
$82.6K
MIM
4920
Meridiem Investment Management
United Kingdom
$82.4K
HFS
4921
Horizon Financial Services
North Carolina
$78.4K
MAS
4922
MPWM Advisory Solutions
Georgia
$76.3K
PCM
4923
Penserra Capital Management
California
$75K
UIA
4924
Ulland Investment Advisors
Minnesota
$74K
TWM
4925
TopTier Wealth Management
Wisconsin
$72.7K