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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
AWM
1351
Avior Wealth Management
Nebraska
$10.2M
Koshinski Asset Management
1352
Koshinski Asset Management
Illinois
$10.2M
WAS
1353
Wealth Advisory Solutions
Indiana
$10.1M
RWM
1354
Rockline Wealth Management
New York
$10.1M
EA
1355
Everpar Advisors
Oklahoma
$10.1M
ACM
1356
AlphaStar Capital Management
North Carolina
$10.1M
HCM
1357
Hodges Capital Management
Texas
$10.1M
BFA
1358
Bill Few Associates
Pennsylvania
$10.1M
RCAG
1359
Rehmann Capital Advisory Group
Michigan
$10M
UF
1360
Univest Financial
Pennsylvania
$10M
PC
1361
Permanens Capital
New York
$10M
WBC
1362
West Branch Capital
Massachusetts
$10M
PAM
1363
Pegasus Asset Management
New York
$10M
CICC
1364
Capital Investment Counsel (Colorado)
Colorado
$10M
EM
1365
Excalibur Management
Massachusetts
$9.99M
CT
1366
Chicago Trust
Illinois
$9.98M
LFA
1367
Legacy Financial Advisors
Kentucky
$9.97M
Jacobs Levy Equity Management
1368
Jacobs Levy Equity Management
New Jersey
$9.92M
CWA
1369
Clarity Wealth Advisors
California
$9.9M
OWP
1370
Obermeyer Wealth Partners
Colorado
$9.88M
AAS
1371
Ameritas Advisory Services
Nebraska
$9.87M
NF
1372
Nikulski Financial
Iowa
$9.84M
IA
1373
Integrity Alliance
Iowa
$9.83M
AG
1374
Advocate Group
Minnesota
$9.81M
AC
1375
Avestar Capital
New York
$9.8M