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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
TIM
4076
Thornburg Investment Management
New Mexico
$573K
TFA
4077
Toth Financial Advisory
Virginia
$573K
SCFS
4078
Stewardship Concepts Financial Services
Washington
$572K
BIG
4079
Builder Investment Group
Georgia
$572K
WI
4080
WBI Investments
New Jersey
$569K
CFCS
4081
CDM Financial Counseling Services
Connecticut
$569K
LCC
4082
Lincoln Capital Corp
Rhode Island
$566K
ESC
4083
Eurizon SLJ Capital
$565K
SFC
4084
Sprinkle Financial Consultants
Colorado
$565K
BCM
4085
Banyan Capital Management
Georgia
$565K
VAM
4086
Verity Asset Management
North Carolina
$564K
WP
4087
Wealthspan Partners
Iowa
$563K
JAA
4088
Joel Adams & Associates
North Carolina
$559K
FWMM
4089
Foundation Wealth Management (Missouri)
Missouri
$558K
HIS
4090
Horizon Investment Services
Indiana
$557K
RIM
4091
Rockbridge Investment Management
New York
$557K
ICM
4092
Intrepid Capital Management
Florida
$557K
EF
4093
Exeter Financial
Arizona
$556K
LFGO
4094
Legacy Financial Group (Oklahoma)
Oklahoma
$555K
GAFA
4095
Garton & Associates Financial Advisors
Kentucky
$555K
HWM
4096
HFR Wealth Management
New York
$555K
WA
4097
Walsh & Associates
Florida
$555K
HA
4098
Hegarty Advisors
New York
$554K
SWM
4099
Selective Wealth Management
Virginia
$553K
GT
4100
GreatBanc Trust
Illinois
$551K