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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
CIG
801
Cullen Investment Group
Louisiana
$26.6M
DMIC
802
Dixon Mitchell Investment Counsel
British Columbia, Canada
$26.5M
CFC
803
Cincinnati Financial Corp
Ohio
$26.5M
CWM
804
Calamos Wealth Management
Illinois
$26.4M
BCV
805
Banque Cantonale Vaudoise
Switzerland
$26.4M
BWP
806
Barlow Wealth Partners
Kentucky
$26.2M
RT
807
Rockland Trust
Massachusetts
$26.1M
AC
808
Addenda Capital
Quebec, Canada
$26M
FG
809
Fiduciary Group
Georgia
$25.8M
EWM
810
Edge Wealth Management
New York
$25.7M
WB
811
Webster Bank
Connecticut
$25.6M
RAM
812
Rempart Asset Management
Canada
$25.6M
EWM
813
Empirical Wealth Management
Washington
$25.5M
MWM
814
Moran Wealth Management
Florida
$25.5M
WBC
815
Westpac Banking Corp
Australia
$25.5M
AT
816
Arbejdsmarkedets Tillaegspension
$25.5M
NMIMC
817
Northwestern Mutual Investment Management Company
Wisconsin
$25.4M
Kovitz Investment Group Partners
818
Kovitz Investment Group Partners
Illinois
$25.3M
WTB
819
Washington Trust Bank
Washington
$25.3M
CCM
820
Cohen Capital Management
California
$25.2M
AHC
821
Anderson Hoagland & Co
Missouri
$25.2M
FAT
822
First American Trust
California
$25M
KOCAA
823
Knights of Columbus Asset Advisors
Connecticut
$25M
TTWM
824
TCV Trust & Wealth Management
Virginia
$24.9M
BWP
825
Baldwin Wealth Partners
Massachusetts
$24.9M