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JPMorgan Chase

4,988 hedge funds and large institutions have $571B invested in JPMorgan Chase in 2026 Q1 according to their latest regulatory filings, with 199 funds opening new positions, 2,095 increasing their positions, 2,242 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 (-$68.3B)

16% less funds holding in top 10

Funds holding in top 10: 934780 (-154)

25% less call options, than puts

Call options by funds: $8.1B | Put options by funds: $10.8B

Holders
4,988
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
780
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
TFA
1101
Teamwork Financial Advisors
Texas
$15.1M
RFM
1102
Royal Fund Management
Florida
$15.1M
ISWM
1103
Intesa Sanpaolo Wealth Management
$15.1M
AWP
1104
Ascent Wealth Partners
New York
$15M
LOPW
1105
Live Oak Private Wealth
North Carolina
$15M
MWM
1106
Marietta Wealth Management
Georgia
$14.9M
AAP
1107
Arax Advisory Partners
Colorado
$14.9M
CM
1108
Castleark Management
Illinois
$14.9M
APP
1109
Avantax Planning Partners
Iowa
$14.8M
Capstone Investment Advisors
1110
Capstone Investment Advisors
New York
$14.8M
EWA
1111
EverSource Wealth Advisors
Alabama
$14.8M
TSW
1112
Thompson Siegel & Walmsley
Virginia
$14.8M
FM
1113
Foster & Motley
Ohio
$14.8M
MO
1114
McMillan Office
Michigan
$14.8M
VM
1115
Venator Management
Pennsylvania
$14.8M
HIP
1116
Harrell Investment Partners
Texas
$14.8M
RWM
1117
RKL Wealth Management
Pennsylvania
$14.7M
PWS
1118
Peterson Wealth Services
Utah
$14.7M
NC
1119
NewSquare Capital
Pennsylvania
$14.6M
JIP
1120
Jaffetilchin Investment Partners
Florida
$14.6M
FHA
1121
Flagship Harbor Advisors
Massachusetts
$14.6M
CAL
1122
Capital Analysts LLC
Pennsylvania
$14.6M
CBTWT
1123
Community Bank & Trust (Waco, Texas)
Texas
$14.6M
DSC
1124
Duncker Streett & Co
Missouri
$14.5M
WFMPM
1125
Woodley Farra Manion Portfolio Management
Indiana
$14.5M