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JPMorgan Chase

4,987 hedge funds and large institutions have $571B invested in JPMorgan Chase in 2026 Q1 according to their latest regulatory filings, with 199 funds opening new positions, 2,093 increasing their positions, 2,243 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 (-$68.3B)

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
4,987
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
FCIM
876
Fairview Capital Investment Management
California
$22.5M
AAM
877
Advisors Asset Management
Colorado
$22.5M
LPT
878
Legacy Private Trust
Wisconsin
$22.5M
NCM
879
Novare Capital Management
North Carolina
$22.4M
BBI
880
Baxter Bros Inc
Connecticut
$22.3M
BHWM
881
Bar Harbor Wealth Management
New Hampshire
$22.3M
AFG
882
Atomi Financial Group
New York
$22.3M
MYAM
883
Meiji Yasuda Asset Management
Japan
$22.3M
YIH
884
Y-Intercept (HK)
Hong Kong
$22.3M
BCM
885
BTC Capital Management
Iowa
$22.3M
PAM
886
Palisade Asset Management
Minnesota
$22.2M
SFI
887
Siemens Fonds Invest
Germany
$22.2M
DWM
888
Diversify Wealth Management
Utah
$22.1M
UAS
889
United Asset Strategies
New York
$22.1M
CWM
890
Circle Wealth Management
New Jersey
$22M
MGIA
891
Moneta Group Investment Advisors
Missouri
$22M
TPCW
892
TD Private Client Wealth
New York
$21.9M
FFBTD
893
First Financial Bank - Trust Division
Ohio
$21.9M
RC
894
RBO & Co
California
$21.8M
SWP
895
Sagespring Wealth Partners
Tennessee
$21.8M
SWM
896
Stockman Wealth Management
Montana
$21.8M
PAI
897
Pittenger & Anderson Inc
Nebraska
$21.7M
LNB
898
Ledyard National Bank
$21.7M
CWM
899
Cabot Wealth Management
Massachusetts
$21.6M
SWM
900
Spire Wealth Management
Virginia
$21.5M