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JPMorgan Chase

4,985 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, 2,242 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 (-$68.2B)

16% less funds holding in top 10

Funds holding in top 10: 934781 (-153)

25% less call options, than puts

Call options by funds: $8.1B | Put options by funds: $10.8B

Holders
4,985
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
781
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
BWP
826
Baldwin Wealth Partners
Massachusetts
$24.9M
OHIS
827
Oak Harvest Investment Services
Texas
$24.9M
NO
828
Ninety One
South Africa
$24.9M
WWA
829
WCG Wealth Advisors
Nevada
$24.7M
NSAM
830
North Star Asset Management
Wisconsin
$24.7M
S
831
SignatureFD
Georgia
$24.7M
TW
832
TritonPoint Wealth
Maryland
$24.6M
EI
833
Ethic Inc
New York
$24.6M
WCMN
834
Westchester Capital Management (Nebraska)
Nebraska
$24.5M
DP
835
Dearborn Partners
Illinois
$24.5M
RDWM
836
Red Door Wealth Management
Tennessee
$24.4M
VCA
837
Verdence Capital Advisors
Maryland
$24.4M
WIC
838
Woodmont Investment Counsel
Tennessee
$24.3M
AG
839
Ascent Group
Virginia
$24.3M
FNFDCM
840
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$24.3M
M
841
MOTCO
Texas
$24.2M
CNC
842
Canandaigua National Corp
New York
$24.2M
MA
843
Montag & Associates
Georgia
$24.2M
EIP
844
Easterly Investment Partners
Massachusetts
$24M
RP
845
Rice Partnership
Hawaii
$24M
Balyasny Asset Management
846
Balyasny Asset Management
Illinois
$23.9M
ACP
847
Aviance Capital Partners
Florida
$23.9M
MSA
848
MUFG Securities Americas
New York
$23.9M
DAS
849
Dynamic Advisor Solutions
Arizona
$23.8M
KWMG
850
King Wealth Management Group
Florida
$23.8M