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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
CCMINC
1026
Cardinal Capital Management Inc (North Carolina)
North Carolina
$17.3M
AAM
1027
AR Asset Management
California
$17.3M
JIC
1028
Joel Isaacson & Co
New York
$17.2M
CNB
1029
Camden National Bank
Maine
$17.1M
WIC
1030
WealthBridge Investment Counsel
Alberta, Canada
$17.1M
FRA
1031
Frank Rimerman Advisors
California
$17.1M
VIP
1032
Vantage Investment Partners
Missouri
$17.1M
TCM
1033
Traynor Capital Management
Pennsylvania
$17M
LCM
1034
LVM Capital Management
Michigan
$17M
OPW
1035
Osprey Private Wealth
New York
$17M
NLP
1036
Next Level Private
New York
$17M
EIA
1037
Emerald Investment Advisers
Pennsylvania
$16.9M
SCM
1038
Schnieders Capital Management
California
$16.9M
LWANC
1039
Laurel Wealth Advisors (North Carolina)
North Carolina
$16.8M
SA
1040
SRH Advisors
Kansas
$16.8M
GAB
1041
German American Bancorp
Indiana
$16.8M
MCP
1042
Mirador Capital Partners
California
$16.8M
PF
1043
Phoenix Financial
Israel
$16.8M
SAM
1044
Smartleaf Asset Management
Massachusetts
$16.8M
ET
1045
Equitable Trust
Tennessee
$16.6M
SWM
1046
Segment Wealth Management
Texas
$16.6M
Impax Asset Management Group
1047
Impax Asset Management Group
United Kingdom
$16.6M
BPC
1048
Banque Pictet & Cie
Switzerland
$16.6M
HFS
1049
Haverford Financial Services
Pennsylvania
$16.6M
JPWM
1050
Jamison Private Wealth Management
Georgia
$16.6M