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JPMorgan Chase

4,982 hedge funds and large institutions have $571B invested in JPMorgan Chase in 2026 Q1 according to their latest regulatory filings, with 197 funds opening new positions, 2,094 increasing their positions, 2,239 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 (-$68.5B)

17% less funds holding in top 10

Funds holding in top 10: 934779 (-155)

25% less call options, than puts

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

Holders
4,982
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
779
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
GCM
4926
Gunpowder Capital Management
Maryland
$72.1K
PJC
4927
Phillip James Consulting
Minnesota
$70K
DCM
4928
Disciplina Capital Management
Tennessee
$69.8K
CAM
4929
Clarity Asset Management
Iowa
$64.7K
PMIM
4930
Prudent Man Investment Management
Colorado
$62.5K
MGI
4931
Miller Global Investments
Texas
$62.1K
T2I
4932
Turim 21 Investimentos
Brazil
$61.8K
NECFA
4933
New England Capital Financial Advisors
Connecticut
$59.3K
NWS
4934
Nvest Wealth Strategies
Ohio
$57.7K
CI
4935
Clal Insurance
Israel
$56K
CF
4936
Collier Financial
Colorado
$55.9K
HIA
4937
HFM Investment Advisors
New Jersey
$55.9K
TCM
4938
Tanaka Capital Management
New York
$55K
SC
4939
Swan Capital
Florida
$53.7K
CG
4940
Curat Global
New Hampshire
$52.9K
MPG
4941
My Portfolio Guide
California
$50.8K
SFS
4942
Sunrise Financial Services
Washington
$48.8K
BMC
4943
Bear Mountain Capital
Washington
$48.2K
ICCON
4944
Investment Counsel Company of Nevada
Nevada
$46.9K
BFP
4945
Birchwood Financial Partners
Minnesota
$46.5K
IPS
4946
Investors Portfolio Services
Washington
$44.7K
DRP
4947
Decker Retirement Planning
Utah
$44.4K
TFG
4948
Team Financial Group
California
$43.9K
CWA
4949
Carolina Wealth Advisors
South Carolina
$43.8K
PFO
4950
Pioneer Family Office
Florida
$41.8K