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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, 2,095 increasing their positions, 2,242 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
HBT
1076
Hills Bank & Trust
Iowa
$15.8M
CT
1077
Colonial Trust
South Carolina
$15.8M
IPW
1078
Invictus Private Wealth
Colorado
$15.7M
HH
1079
HWG Holdings
Texas
$15.7M
VAS
1080
Valicenti Advisory Services
New York
$15.7M
VA
1081
VestGen Advisors
Illinois
$15.7M
CF
1082
Clarity Financial
Texas
$15.6M
WPC
1083
Wedmont Private Capital
Pennsylvania
$15.6M
WPP
1084
Whalerock Point Partners
Rhode Island
$15.5M
ECM
1085
EagleClaw Capital Management
Massachusetts
$15.5M
LA
1086
Lynch & Associates
Indiana
$15.4M
EFG
1087
Embree Financial Group
Illinois
$15.4M
YIA
1088
YHB Investment Advisors
Connecticut
$15.4M
GC
1089
Giverny Capital
Quebec, Canada
$15.4M
AAS
1090
Annex Advisory Services
Wisconsin
$15.4M
BCM
1091
BlueCrest Capital Management
Jersey
$15.4M
MWA
1092
Meridian Wealth Advisors
Texas
$15.3M
SAM
1093
Smithbridge Asset Management
Pennsylvania
$15.3M
MC
1094
Miramar Capital
Illinois
$15.3M
OL
1095
one8zero8 LLC
North Carolina
$15.2M
GWMR
1096
GC Wealth Management RIA
Massachusetts
$15.2M
BPAMU
1097
BTG Pactual Asset Management US
New York
$15.2M
DAC
1098
Dividend Assets Capital
South Carolina
$15.2M
IAN
1099
Integrated Advisors Network
Texas
$15.1M
CCP
1100
Clough Capital Partners
Massachusetts
$15.1M