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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
BF
476
BOK Financial
Oklahoma
$65.9M
MSR
477
Main Street Research
Connecticut
$65.8M
AP
478
Americana Partners
Texas
$65.7M
DWM
479
Dakota Wealth Management
Florida
$65.1M
BB
480
Busey Bank
Illinois
$64.9M
ZIC
481
ZWJ Investment Counsel
Georgia
$64.8M
AWM
482
Apollon Wealth Management
South Carolina
$64.4M
PWP
483
Perfromance Wealth Partners
Illinois
$63.6M
DWM
484
Destination Wealth Management
California
$63.5M
Squarepoint
485
Squarepoint
New York
$63.5M
GKIM
486
GW&K Investment Management
Massachusetts
$63.1M
AAP
487
Aristotle Atlantic Partners
Florida
$63.1M
MFAM
488
Motley Fool Asset Management
Virginia
$62.7M
BAAM
489
Baker Avenue Asset Management
California
$62.4M
MWM
490
Modera Wealth Management
New Jersey
$62.4M
FIA
491
Foundations Investment Advisors
Arizona
$62M
GIBU
492
Gulf International Bank (UK)
United Kingdom
$61.9M
CS
493
Cannell & Spears
New York
$61.5M
AI
494
Atria Investments
North Carolina
$61.4M
VLKIM
495
Van Lanschot Kempen Investment Management
Netherlands
$61.3M
KB
496
Kimelman & Baird
New York
$61.2M
CIC
497
Crawford Investment Counsel
Georgia
$60.5M
ACM
498
Argent Capital Management
Missouri
$60.3M
ADEF
499
Adams Diversified Equity Fund
Maryland
$60.3M
AWA
500
Arkadios Wealth Advisors
Georgia
$60M