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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
SIM
5026
Sentry Investment Management
Wisconsin
SC
5027
Stance Capital
Massachusetts
MWP
5028
Momentum Wealth Planning
Florida
KA
5029
Kercheville Advisors
Texas
MF
5030
Magnetar Financial
Illinois
DGM
5031
Delta Global Management
New York
CTFG
5032
Capstone Triton Financial Group
Oklahoma
OTL
5033
Oak Thistle LLC
New York
Q
5034
QVR
California
NICM
5035
Neo Ivy Capital Management
New York
YAVAPFMC
5036
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
CIAM
5037
Caitong International Asset Management
Hong Kong
BIMC
5038
Benson Investment Management Company
Virginia
ONGA
5039
O'Neil Global Advisors
California
GFS
5040
Geremia Financial Services
New Jersey
EWM
5041
Elite Wealth Management
Washington
OA
5042
Operose Advisors
Wisconsin
BCM
5043
Bayesian Capital Management
New York
GCM
5044
Goldstream Capital Management
Hong Kong
GCM
5045
Greenland Capital Management
New York
PFA
5046
Petra Financial Advisors
Colorado
CAGAS
5047
Capital Advisory Group Advisory Services
Minnesota
HC
5048
Hourglass Capital
Texas
A
5049
AlphaQuest
New York
KWM
5050
KW Wealth Management
California