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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
SAM
901
Securian Asset Management
Minnesota
$21.5M
WF
902
WoodTrust Financial
Wisconsin
$21.5M
GWM
903
Geneos Wealth Management
Colorado
$21.5M
JC
904
JB Capital
Connecticut
$21.5M
CK
905
Cohen Klingenstein
New York
$21.4M
IEFM
906
IQ EQ Fund Management
Ireland
$21.4M
FCP
907
Fidelis Capital Partners
Florida
$21.3M
FFP
908
FourThought Financial Partners
Florida
$21.3M
GIA
909
Gladstone Institutional Advisory
Florida
$21.3M
IWM
910
IHT Wealth Management
Illinois
$21.3M
TCWA
911
Turtle Creek Wealth Advisors
Texas
$21.3M
WSCM
912
Wellington Shields Capital Management
New York
$21.3M
CIS
913
Connors Investor Services
Pennsylvania
$21.2M
CCG
914
Cypress Capital Group
Florida
$21.2M
CIA
915
CCM Investment Advisers
South Carolina
$21.1M
ECM
916
Everence Capital Management
Indiana
$21.1M
KRSITF
917
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$21.1M
MC
918
Middleton & Co
Massachusetts
$21.1M
DCA
919
DSG Capital Advisors
Minnesota
$21M
ETC
920
Exchange Traded Concepts
Oklahoma
$21M
JAG
921
Journey Advisory Group
Kentucky
$21M
SFO
922
Stenger Family Office
Illinois
$21M
TCM
923
Tufton Capital Management
Maryland
$20.9M
PI
924
PFG Investments
New York
$20.9M
RCYC
925
Richard C. Young & Co
Rhode Island
$20.8M