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JPMorgan Chase

4,983 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, 2,240 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)

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
4,983
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
NCM
651
Narwhal Capital Management
Georgia
$38.2M
7WCP
652
71 West Capital Partners
Massachusetts
$38M
CAM
653
Crake Asset Management
United Kingdom
$38M
SDJVC
654
St. Denis J. Villere & Co
Louisiana
$37.7M
PMAM
655
Picton Mahoney Asset Management
Ontario, Canada
$37.5M
NMERB
656
New Mexico Educational Retirement Board
New Mexico
$37.3M
AP
657
Appleton Partners
Massachusetts
$37.2M
OAM
658
Ostrum Asset Management
France
$37.2M
MAM
659
Martingale Asset Management
Massachusetts
$37.1M
MC
660
Moors & Cabot
Massachusetts
$37M
TBA
661
Tower Bridge Advisors
Pennsylvania
$36.9M
HWA
662
Heritage Wealth Advisors
Virginia
$36.9M
LG
663
LaFleur & Godfrey
Michigan
$36.9M
VV
664
Verity & Verity
South Carolina
$36.8M
NB
665
NBT Bank
New York
$36.8M
DI
666
DKRT Investments
$36.8M
FA
667
Fiduciary Alliance
South Carolina
$36.5M
BCM
668
Bridgeway Capital Management
Texas
$36.3M
TA
669
TruWealth Advisors
Louisiana
$36.2M
FAM
670
Fred Alger Management
New York
$35.9M
KFP
671
KMG Fiduciary Partners
Ohio
$35.7M
AHB
672
Abner Herrman & Brock
New Jersey
$35.7M
FFIC
673
First Fiduciary Investment Counsel
Ohio
$35.7M
SGK
674
Steigerwald Gordon & Koch
Virginia
$35.3M
PR
675
Payden & Rygel
California
$35.3M