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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
MB
976
MidFirst Bank
Oklahoma
$18.8M
EFS
977
Essex Financial Services
Connecticut
$18.8M
ST
978
Spinnaker Trust
Maine
$18.8M
PWW
979
Pettyjohn Wood & White
Virginia
$18.8M
ERIC
980
Eagle Rock Investment Company
Georgia
$18.8M
IA
981
Intellus Advisors
Florida
$18.7M
WWM
982
Western Wealth Management
Colorado
$18.7M
WANY
983
Wealthspire Advisors (New York)
New York
$18.7M
GL
984
Gemsstock Ltd
United Kingdom
$18.6M
NAAA
985
New Age Alpha Advisors
New York
$18.6M
VHAM
986
Van Hulzen Asset Management
California
$18.6M
AIM
987
Artemis Investment Management
United Kingdom
$18.6M
CF
988
Covea Finance
France
$18.6M
MWM
989
Mission Wealth Management
California
$18.6M
MIA
990
MainStreet Investment Advisors
Illinois
$18.6M
KFGK
991
Keystone Financial Group (Kentucky)
Kentucky
$18.6M
BWP
992
Burling Wealth Partners
Illinois
$18.6M
CWG
993
Cornerstone Wealth Group
North Carolina
$18.5M
SB
994
Simmons Bank
Arkansas
$18.5M
HCM
995
Hollencrest Capital Management
California
$18.5M
CAM
996
Close Asset Management
United Kingdom
$18.4M
CCM
997
Carmel Capital Management
California
$18.3M
Parallax Volatility Advisers
998
Parallax Volatility Advisers
California
$18.2M
KRS
999
Kentucky Retirement Systems
Kentucky
$18.1M
RC
1000
Roundview Capital
New Jersey
$18.1M