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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
IPW
1201
Inlet Private Wealth
Florida
$12.8M
UAM
1202
Unison Asset Management
Florida
$12.8M
IB
1203
Intrust Bank
Kansas
$12.8M
SCM
1204
Shelton Capital Management
Colorado
$12.7M
TWA
1205
Tulsa Wealth Advisors
Oklahoma
$12.7M
PAMG
1206
Patton Albertson Miller Group
Tennessee
$12.6M
AG
1207
AlTi Global
New York
$12.6M
NEAM
1208
New England Asset Management
Connecticut
$12.6M
SFG
1209
SevenBridge Financial Group
Pennsylvania
$12.6M
NCM
1210
Nelson Capital Management
California
$12.5M
NLGIA
1211
Nippon Life Global Investors Americas
New York
$12.5M
WCA
1212
Westover Capital Advisors
Delaware
$12.4M
TIM
1213
Thompson Investment Management
Wisconsin
$12.4M
TAM
1214
Townsend Asset Management
North Carolina
$12.4M
NA
1215
Nordwand Advisors
Pennsylvania
$12.4M
GCC
1216
Guardian Capital (Canada)
Ontario, Canada
$12.4M
WETS
1217
Wealth Enhancement Trust Services
South Dakota
$12.4M
PL
1218
Parthenon LLC
Kentucky
$12.3M
IFG
1219
Independent Financial Group
California
$12.3M
AG
1220
Algert Global
California
$12.3M
GWMIA
1221
Global Wealth Management Investment Advisory
Florida
$12.3M
CCM
1222
Coerente Capital Management
Ontario, Canada
$12.3M
GIC
1223
Generali Investments CEE
Czech Republic
$12.3M
PCA
1224
Providence Capital Advisors
North Carolina
$12.3M
MP
1225
McDonald Partners
Ohio
$12.2M