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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
HCA
1176
Harbor Capital Advisors
Illinois
$13.3M
ACGA
1177
Atlanta Consulting Group Advisors
Georgia
$13.2M
IIM
1178
Ipswich Investment Management
Massachusetts
$13.2M
OFG
1179
Oxford Financial Group
Indiana
$13.2M
IIM
1180
Intact Investment Management
Quebec, Canada
$13.1M
BPC
1181
Bearing Point Capital
Minnesota
$13.1M
MIM
1182
Manitou Investment Management
Ontario, Canada
$13.1M
AA
1183
Apriem Advisors
California
$13.1M
ERWM
1184
Elk River Wealth Management
Colorado
$13.1M
JCM
1185
Jacobi Capital Management
Pennsylvania
$13.1M
SC
1186
Schulhoff & Co
Ohio
$13.1M
PAIM
1187
Punch & Associates Investment Management
Minnesota
$13.1M
BAM
1188
Belpointe Asset Management
Nevada
$13M
RFA
1189
Rollins Financial Advisors
New York
$13M
KCPG
1190
Kavar Capital Partners Group
Kansas
$13M
BA
1191
Bridgewater Advisors
New York
$13M
CHC
1192
City Holding Co
West Virginia
$13M
FCT
1193
Family Capital Trust
Massachusetts
$13M
VFM
1194
Viking Fund Management
North Dakota
$12.9M
MAM
1195
Mystic Asset Management
Rhode Island
$12.9M
Optiver Holding
1196
Optiver Holding
Netherlands
$12.9M
PMWMG
1197
Parr McKnight Wealth Management Group
Minnesota
$12.9M
PT
1198
Plimoth Trust
Massachusetts
$12.9M
HWAM
1199
Hennion & Walsh Asset Management
New Jersey
$12.9M
TCA
1200
Transcend Capital Advisors
New Jersey
$12.8M