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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
LOWM
1276
Laurel Oak Wealth Management
New Jersey
$11.5M
SP
1277
Stablepoint Partners
Massachusetts
$11.5M
BPWM
1278
BCS Private Wealth Management
New Jersey
$11.5M
RWB
1279
RMR Wealth Builders
New Jersey
$11.5M
CIM
1280
Contravisory Investment Management
Massachusetts
$11.5M
BSB
1281
Bangor Savings Bank
Maine
$11.4M
TIP
1282
Torray Investment Partners
Maryland
$11.4M
WKWM
1283
Walter & Keenan Wealth Management
Indiana
$11.4M
LSWM
1284
Lorne Steinberg Wealth Management
Canada
$11.4M
SIG
1285
Sargent Investment Group
Maryland
$11.4M
AWM
1286
Accurate Wealth Management
Florida
$11.4M
CI
1287
CX Institutional
Indiana
$11.4M
XWM
1288
Xcel Wealth Management
Florida
$11.3M
BP
1289
Broadleaf Partners
Ohio
$11.3M
SA
1290
Strategic Advisors
New York
$11.3M
BFG
1291
Beacon Financial Group
Texas
$11.3M
FC
1292
Fusion Capital
South Carolina
$11.2M
CP
1293
Cumberland Partners
Ontario, Canada
$11.2M
VST
1294
Van Strum & Towne
California
$11.1M
TL
1295
Tradewinds LLC
North Carolina
$11.1M
HCM
1296
Harvey Capital Management
Florida
$11.1M
CCAM
1297
Codex Capital Asset Management
Texas
$11M
JSW
1298
Journey Strategic Wealth
New Jersey
$11M
FSG
1299
Financial Strategies Group
Michigan
$11M
CWM
1300
Chemistry Wealth Management
New York
$11M