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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
SFM
5076
Stack Financial Management
Montana
DWA
5077
Delap Wealth Advisory
Oregon
WI
5078
Westbourne Investments
Virginia
EFN
5079
Equita Financial Network
Pennsylvania
MIM
5080
Morningstar Investment Management
Illinois
FFP
5081
Freedom Financial Partners
Minnesota
MSFP
5082
Mark Sheptoff Financial Planning
Connecticut
SWM
5083
SpringVest Wealth Management
Texas
SIM
5084
Sims Investment Management
Ohio
SP
5085
Saranac Partners
HAFS
5086
Hapanowicz & Associates Financial Services
Pennsylvania
NJBEST
5087
New Jersey Better Educational Savings Trust
New Jersey
PA
5088
ProCore Advisors
California
BT
5089
Brandywine Trust
Delaware
AC
5090
Armistice Capital
New York
PM
5091
Phraction Management
Connecticut
OC
5092
Optima Capital
Oregon
KPWM
5093
KDK Private Wealth Management
Texas
MGWA
5094
Monument Group Wealth Advisors
Massachusetts
ACM
5095
Andina Capital Management
Utah
VAM
5096
Vienna Asset Management
California
OWA
5097
ORBA Wealth Advisors
Illinois
AFA
5098
Alpha Financial Advisors
North Carolina
DFA
5099
Davies Financial Advisors
California
CCMIC
5100
Cardinal Capital Management Inc (Canada)
Manitoba, Canada