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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
OCA
851
OpenArc Corporate Advisory
Georgia
$23.7M
USCWA
852
U.S. Capital Wealth Advisors
Texas
$23.7M
JWM
853
JGP Wealth Management
Oregon
$23.7M
MAS
854
Meeder Advisory Services
Ohio
$23.7M
NPT
855
Nixon Peabody Trust
Massachusetts
$23.6M
AP
856
Archon Partners
New Jersey
$23.5M
GAI
857
General American Investors
New York
$23.5M
FPAS
858
Focus Partners Advisor Solutions
Missouri
$23.4M
JWBC
859
J.W. Burns & Co
New York
$23.3M
FMC
860
First Merchants Corp
Indiana
$23.3M
VWM
861
Venturi Wealth Management
Texas
$23.2M
TFS
862
Thoroughbred Financial Services
Tennessee
$23.2M
NDSIB
863
North Dakota State Investment Board
North Dakota
$23.2M
ANTB
864
AMG National Trust Bank
Colorado
$23M
IP
865
Interval Partners
New York
$22.9M
WIC
866
Willis Investment Counsel
Georgia
$22.9M
BIA
867
Biondo Investment Advisors
Pennsylvania
$22.9M
MHS
868
M Holdings Securities
Oregon
$22.8M
CWP
869
Cyndeo Wealth Partners
Florida
$22.8M
PAM
870
Peak Asset Management
Colorado
$22.7M
WCM
871
Whitener Capital Management
North Carolina
$22.6M
SW
872
SlateStone Wealth
Florida
$22.6M
CC
873
Courier Capital
New York
$22.6M
RSWM
874
Robertson Stephens Wealth Management
California
$22.5M
LW
875
Linscomb Wealth
Texas
$22.5M