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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
SAW
1151
Signal Advisors Wealth
Michigan
$13.7M
BFO
1152
Boston Family Office
Massachusetts
$13.7M
TCM
1153
Twin Capital Management
Pennsylvania
$13.7M
LFG
1154
Larson Financial Group
Missouri
$13.7M
HCA
1155
Harbour Capital Advisors
Virginia
$13.7M
BRWA
1156
B. Riley Wealth Advisors
Florida
$13.7M
OCBCO
1157
Oversea-Chinese Banking Corp (OCBC)
Singapore
$13.7M
CCM
1158
Canal Capital Management
Virginia
$13.7M
CSUI
1159
Cincinnati Specialty Underwriters Insurance
Ohio
$13.7M
CCC
1160
Cincinnati Casualty Company
Ohio
$13.7M
BHPW
1161
Beverly Hills Private Wealth
California
$13.7M
RIA
1162
RPG Investment Advisory
California
$13.6M
PTB
1163
Pioneer Trust Bank
Oregon
$13.6M
SFP
1164
Shepherd Financial Partners
Massachusetts
$13.6M
EPW
1165
Evolve Private Wealth
California
$13.6M
CFSG
1166
Community Financial Services Group
Vermont
$13.6M
SCA
1167
Stokes Capital Advisors
South Carolina
$13.6M
M2MC
1168
Matthew 25 Management Corp
Pennsylvania
$13.5M
CIC
1169
Cutler Investment Counsel
Oregon
$13.5M
PAG
1170
Private Advisory Group
Washington
$13.4M
PCG
1171
Prosperity Consulting Group
Maryland
$13.4M
BMWM
1172
Brown Miller Wealth Management
Virginia
$13.4M
HVIA
1173
Hudson Valley Investment Advisors
New York
$13.3M
MYA
1174
Meiji Yasuda America
New York
$13.3M
CBA
1175
Coastal Bridge Advisors
Connecticut
$13.3M