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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
CCM
1001
Copeland Capital Management
Pennsylvania
$18.1M
FTC
1002
Farmers Trust Company
Ohio
$18.1M
PIM
1003
Plato Investment Management
Australia
$18.1M
FA
1004
Fagan Associates
New York
$18M
MCM
1005
Mitchell Capital Management
Kansas
$18M
CPCM
1006
Cardinal Point Capital Management
Ontario, Canada
$17.9M
BONST
1007
Bank of Nova Scotia Trust
Ontario, Canada
$17.9M
EWA
1008
Exencial Wealth Advisors
Oklahoma
$17.9M
NP
1009
NorthRock Partners
Minnesota
$17.8M
KWA
1010
Kingswood Wealth Advisors
California
$17.7M
AMBIA
1011
Allen Mooney & Barnes Investment Advisors
Georgia
$17.7M
ZIG
1012
Zuckerman Investment Group
Illinois
$17.7M
SAI
1013
Savvy Advisors Inc
New York
$17.7M
WAM
1014
Winslow Asset Management
Ohio
$17.7M
SWP
1015
Strategic Wealth Partners
Ohio
$17.7M
BWM
1016
Buckley Wealth Management
Nevada
$17.7M
TCBWMS
1017
Texas Capital Bank Wealth Management Services
Texas
$17.6M
BG
1018
BDF Gestion
France
$17.6M
SIC
1019
SFE Investment Counsel
California
$17.5M
BT
1020
Banque Transatlantique
France
$17.5M
LIP
1021
Lighthouse Investment Partners
Florida
$17.5M
SBF
1022
Sara-Bay Financial
Florida
$17.5M
KCG
1023
Kinsale Capital Group
Virginia
$17.4M
PA
1024
Procyon Advisors
Connecticut
$17.4M
FBB
1025
Fulton Breakefield Broenniman
Maryland
$17.3M