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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
AF
951
Alerus Financial
North Dakota
$19.8M
DCM
952
Dupont Capital Management
Delaware
$19.7M
BOC
953
Barbara Oil Co
Illinois
$19.7M
FDP
954
Financiere des Professionnels
Quebec, Canada
$19.7M
CT
955
Caldwell Trust
Florida
$19.6M
JSSH
956
J. Safra Sarasin Holding
$19.5M
TF
957
Tompkins Financial
New York
$19.5M
CFA
958
Capstone Financial Advisors
Illinois
$19.4M
PFGIA
959
Patriot Financial Group Insurance Agency
Massachusetts
$19.4M
SHGA
960
Sand Hill Global Advisors
California
$19.3M
GI
961
GLOBALT Investments
Georgia
$19.3M
FMWA
962
Forvis Mazars Wealth Advisors
Missouri
$19.3M
TCM
963
Telos Capital Management
California
$19.3M
ISB
964
Iowa State Bank
Iowa
$19.3M
MIC
965
Means Investment Company
Maine
$19.2M
GIP
966
Granite Investment Partners
California
$19.1M
LTI
967
Laffer Tengler Investments
Tennessee
$19M
SVWAG
968
Sound View Wealth Advisors Group
Georgia
$19M
CA
969
Cullinan Associates
Kentucky
$19M
PGAM
970
Princeton Global Asset Management
New Jersey
$19M
HI
971
Harbour Investments
Wisconsin
$18.9M
GAM
972
Griffin Asset Management
New York
$18.9M
1SB
973
1ST Source Bank
Indiana
$18.9M
JAM
974
JCIC Asset Management
Ontario, Canada
$18.9M
LWIC
975
Leith Wheeler Investment Counsel
British Columbia, Canada
$18.8M