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
WT
4951
WHI Trust
Illinois
$40.9K
HWM
4952
Horizons Wealth Management
North Carolina
$36.8K
CIR
4953
Clear Investment Research
Georgia
$36.8K
TM
4954
Torren Management
California
$36.2K
MTI
4955
Merrithew & Thorsten Inc
California
$36K
RPA
4956
Redwood Park Advisors
California
$35.7K
MAFA
4957
MJT & Associates Financial Advisory
Minnesota
$33.5K
AAG
4958
Accordant Advisory Group
Maryland
$32.1K
PSFG
4959
Park Square Financial Group
Georgia
$30K
MWC
4960
MBM Wealth Consultants
Missouri
$29.4K
CPL
4961
Capital & Planning LLC
Georgia
$29.4K
GAG
4962
Goodman Advisory Group
Massachusetts
$27.4K
BIM
4963
Breakwater Investment Management
Washington
$27.1K
HAP
4964
Harbor Asset Planning
Massachusetts
$26.8K
TWM
4965
Timmons Wealth Management
Massachusetts
$24.4K
PS
4966
PayPay Securities
Japan
$23.2K
FG
4967
Fairman Group
Pennsylvania
$23K
SA
4968
Strategic Advocates
Utah
$22.4K
TIAAOA
4969
Teachers Insurance & Annuity Association of America
New York
$20.6K
T
4970
Transce3nd
Texas
$19.1K
3FI
4971
3 Factor Indexing
California
$15.9K
NA
4972
Networth Advisors
Pennsylvania
$15.3K
LA
4973
LM Advisors
California
$14K
KCM
4974
KM Capital Management
Texas
$13.8K
LFA
4975
LGT Financial Advisors
Texas
$13.4K