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JPMorgan Chase

4,984 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, 2,241 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 (-$68.4B)

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
4,984
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
SBCM
701
Schwerin Boyle Capital Management
Massachusetts
$32.8M
NRG
702
Nemes Rush Group
Michigan
$32.8M
TF
703
Talbot Financial
Washington
$32.7M
AWAG
704
ARS Wealth Advisors Group
Florida
$32.6M
OPCM
705
Osborne Partners Capital Management
California
$32.6M
JPMIA
706
J.P. Marvel Investment Advisors
Massachusetts
$32.5M
RMC
707
Resources Management Corp
Connecticut
$32.5M
CTA
708
Colonial Trust Advisors
South Carolina
$32.4M
HFS
709
Hantz Financial Services
Michigan
$32.4M
SCM
710
SCS Capital Management
Massachusetts
$32.3M
AIMC
711
Alley Investment Management Company
Illinois
$32.3M
PMG
712
Private Management Group
California
$32.3M
CANC
713
Culbertson A N & Co
Virginia
$32.2M
OIA
714
OneDigital Investment Advisors
Kansas
$31.9M
ECM
715
Evergreen Capital Management
Washington
$31.9M
CAM
716
Congress Asset Management
Massachusetts
$31.7M
SCA
717
Stillwater Capital Advisors
Pennsylvania
$31.6M
DR
718
Davis Rea
Ontario, Canada
$31.5M
OA
719
Oak Associates
Ohio
$31.5M
GI
720
GAMMA Investing
California
$31.5M
NIG
721
NFJ Investment Group
Texas
$31.4M
Verition Fund Management
722
Verition Fund Management
Connecticut
$31.3M
CCM
723
Coldstream Capital Management
Washington
$31M
FCH
724
Freestone Capital Holdings
Washington
$31M
CSP
725
Cary Street Partners
Virginia
$30.9M