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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
SWAG
5101
Spectrum Wealth Advisory Group
California
SB
5102
Semitam Bonam
New York
MFG
5103
Mustico Financial Group
New York
IIA
5104
Integrity Investment Advisors
Colorado
FWP
5105
Forefront Wealth Partners
Texas
PWA
5106
Primoris Wealth Advisors
Florida
SWM
5107
SK Wealth Management
Rhode Island
GWM
5108
Greenhouse Wealth Management
Connecticut
TCFP
5109
Treasure Coast Financial Planning
Florida
TR
5110
Tepp RIA
New Jersey
GWMI
5111
Guardian Wealth Management (Illinois)
Illinois
CT
5112
ClearAlpha Technologies
Connecticut
ACA
5113
Aspire Capital Advisors
Washington
PM
5114
Penbrook Management
New York
PF
5115
Penney Financial
Texas
SS
5116
Sound Stewardship
Kansas
CIM
5117
Corbyn Investment Management
Maryland
TCTWM
5118
Three Cord True Wealth Management
Pennsylvania
TWM
5119
Trinity Wealth Management
Pennsylvania
LWM
5120
Lifetime Wealth Management
Texas
MIAS
5121
Mason Investment Advisory Services
Virginia
FF
5122
Financial Futures
New Jersey
CG
5123
Castellan Group
Kentucky
AWMI
5124
Aegis Wealth Management (Iowa)
Iowa
BS
5125
Brighton Securities
New York