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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
SIC
1126
Sigma Investment Counselors
Michigan
$14.5M
CF
1127
Centaurus Financial
California
$14.5M
PP
1128
PDS Planning
Ohio
$14.5M
WPI
1129
Walter Public Investments
Canada
$14.5M
CWS
1130
Confluence Wealth Services
Pennsylvania
$14.4M
SWASL
1131
Spartan Wealth Advisory Services LLC
Michigan
$14.4M
ISS
1132
Intesa Sanpaolo SpA.
Italy
$14.3M
SFO
1133
Stokes Family Office
Louisiana
$14.3M
NGA
1134
Naples Global Advisors
Florida
$14.3M
PFA
1135
Pure Financial Advisors
California
$14.2M
BIM
1136
Baldwin Investment Management
Pennsylvania
$14.2M
BAM
1137
Brave Asset Management
New Jersey
$14.2M
PI
1138
Pettee Investors
Connecticut
$14.1M
FB
1139
Fulton Bank
Pennsylvania
$14.1M
LWCFA
1140
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$14.1M
FNA
1141
First National Advisers
Nebraska
$14M
GSEP
1142
Golden State Equity Partners
California
$14M
ACM
1143
Adalta Capital Management
New York
$14M
WSC
1144
Wellington Shields & Co
New York
$14M
RWM
1145
Rench Wealth Management
Texas
$14M
SC
1146
Syon Capital
California
$14M
CFO
1147
Cambient Family Office
Michigan
$13.8M
Nomura Holdings
1148
Nomura Holdings
Japan
$13.8M
BAM
1149
Boyar Asset Management
New York
$13.8M
LA
1150
LVW Advisors
New York
$13.8M