JPM icon

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
WCP
5126
Welch Capital Partners
New York
CCM
5127
Collar Capital Management
Wisconsin
BSCCG
5128
Blue Sky Capital Consultants Group
California
JGUA
5129
John G. Ullman & Associates
New York
MFG
5130
Mendota Financial Group
Wisconsin
GW
5131
Graetz Wealth
Michigan
BIA
5132
Barry Investment Advisors
Massachusetts
TBC
5133
Ted Buchan & Co
California
RC
5134
Resolute Capital
South Carolina
VFIC
5135
Valley Forge Investment Consultants
Pennsylvania
HCA
5136
Hyperion Capital Advisors
New York
DSA
5137
Droms Strauss Advisors
Missouri
CWM
5138
C2C Wealth Management
Arizona
MCM
5139
MidAtlantic Capital Management
Virginia
MW
5140
Merited Wealth
Florida
EI
5141
eCIO Inc
Wisconsin
HHMI
5142
Howard Hughes Medical Institute
Maryland
GFM
5143
GF Fund Management
China
VWWMG
5144
Vermillion & White Wealth Management Group
Pennsylvania
IIM
5145
IFC & Insurance Marketing
California
VCMGDR
5146
Vinland Capital Management Gestora de Recursos
Brazil
IWM
5147
Inlight Wealth Management
Georgia
EPG
5148
Estate Planners Group
Pennsylvania
1GI
5149
180 GPS Investments
TPBG
5150
Turning Point Benefit Group
Maryland