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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
PFA
1551
Pathway Financial Advisers
Indiana
$8.22M
BL
1552
BCWM LLC
Kansas
$8.21M
HEIP
1553
Hudson Edge Investment Partners
New Jersey
$8.2M
DW30
1554
Drucker Wealth 3.0
New Jersey
$8.2M
PPWP
1555
Premier Path Wealth Partners
New Jersey
$8.2M
AA
1556
Argent Advisors
Louisiana
$8.17M
CPA
1557
Capital Performance Advisors
California
$8.16M
SQA
1558
Simon Quick Advisors
New Jersey
$8.16M
RCIM
1559
Red Cedar Investment Management
Michigan
$8.15M
CAMV
1560
Concord Asset Management (Virginia)
Virginia
$8.13M
KIC
1561
Kensington Investment Counsel
California
$8.12M
SS
1562
Sunbelt Securities
Texas
$8.11M
ATI
1563
Act Two Investors
California
$8.09M
ESB
1564
Essex Savings Bank
Connecticut
$8.08M
CIG
1565
Consolidated Investment Group
Colorado
$8.08M
CWM
1566
Cornerstone Wealth Management
Missouri
$8.07M
CIAS
1567
Capital Investment Advisory Services
North Carolina
$8.06M
SI
1568
Sava Infond
Slovenia
$8.06M
HIC
1569
Holderness Investments Company
North Carolina
$8.05M
BIM
1570
Brentview Investment Management
Illinois
$8.04M
UHC
1571
Union Heritage Capital
Michigan
$8.03M
CWM
1572
Connecticut Wealth Management
Connecticut
$8.03M
MA
1573
Modus Advisors
Minnesota
$8.01M
ZF
1574
Zhang Financial
Michigan
$8M
OFA
1575
Oak Family Advisors
Illinois
$7.98M