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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
PA
1051
Perennial Advisors
New York
$16.5M
ANBT
1052
American National Bank & Trust
Texas
$16.5M
BWS
1053
Buck Wealth Strategies
Colorado
$16.4M
HIA
1054
Harbor Investment Advisory
Maryland
$16.4M
III
1055
Independent Investors Inc
New York
$16.4M
SIM
1056
Stratos Investment Management
Ohio
$16.4M
PFA
1057
Perryman Financial Advisory
Texas
$16.4M
CTA
1058
Clear Trail Advisors
Texas
$16.4M
CI
1059
Capital International
California
$16.4M
SDIC
1060
South Dakota Investment Council
South Dakota
$16.3M
BEAM
1061
Baker Ellis Asset Management
Washington
$16.3M
RCM
1062
Radnor Capital Management
Pennsylvania
$16.3M
ABTD
1063
Arvest Bank Trust Division
Oklahoma
$16.2M
SWA
1064
Stratos Wealth Advisors
Ohio
$16.2M
NM
1065
NWI Management
New York
$16.2M
SC
1066
Stolper & Co
Oklahoma
$16.2M
VI
1067
Vestcor Inc
New Brunswick, Canada
$16.1M
MFG
1068
Magnus Financial Group
New York
$16.1M
CBOR
1069
Community Bank of Raymore
Missouri
$16.1M
SPC
1070
Sigma Planning Corp
Michigan
$16M
MCM
1071
Mengis Capital Management
Oregon
$16M
VWA
1072
Visionary Wealth Advisors
Illinois
$16M
NFG
1073
Nations Financial Group
Iowa
$15.9M
BC
1074
Burney Company
Virginia
$15.9M
HBT
1075
Hills Bank & Trust
Iowa
$15.8M