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JPMorgan Chase

4,988 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, 2,094 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
4,988
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
SWIG
926
Strategic Wealth Investment Group
Kentucky
$20.8M
CIM
927
Courant Investment Management
Tennessee
$20.8M
GG
928
Greenwood Gearhart
Arkansas
$20.8M
SW
929
SteelPeak Wealth
California
$20.8M
JIR
930
James Investment Research
Ohio
$20.7M
DWA
931
Douglass Winthrop Advisors
New York
$20.7M
OCM
932
One Capital Management
California
$20.7M
CDDEC
933
Caisse Des Depots Et Consignations
France
$20.6M
WAP
934
Wealthcare Advisory Partners
Pennsylvania
$20.5M
AIA
935
Allied Investment Advisors
Montana
$20.4M
SAM
936
Strategy Asset Managers
California
$20.4M
ELC
937
Edgar Lomax Company
Virginia
$20.4M
RWA
938
River Wealth Advisors
Pennsylvania
$20.3M
CB
939
Community Bank
New York
$20.3M
WC
940
Woodstock Corp
Massachusetts
$20.3M
AFCM
941
Applied Finance Capital Management
Puerto Rico
$20.1M
MK
942
MASTERINVEST Kapitalanlage
$20.1M
GIM
943
Goelzer Investment Management
Indiana
$20.1M
GGS
944
Galvin Gaustad & Stein
Arizona
$20.1M
TW
945
Trajan Wealth
Arizona
$20M
IA
946
IFP Advisors
Florida
$20M
SFS
947
Sowell Financial Services
Arkansas
$20M
CP
948
CenterBook Partners
Connecticut
$19.9M
HT
949
Heritage Trust
Oklahoma
$19.9M
PNAA
950
Pictet North America Advisors
Switzerland
$19.9M