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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
ITC
1226
Inspire Trust Company
Nevada
$12.2M
BTI
1227
Blue Trust Inc
Georgia
$12.2M
PPW
1228
Parcion Private Wealth
Washington
$12.2M
FMI
1229
F/M Investments
District of Columbia
$12.2M
LIM
1230
Lathrop Investment Management
Arkansas
$12.1M
SPG
1231
Strategic Planning Group
Utah
$12.1M
NP
1232
Nilsine Partners
Colorado
$12.1M
NCM
1233
Northside Capital Management
Oregon
$12.1M
TWM
1234
Trueblood Wealth Management
Ohio
$12.1M
RAM
1235
Redmond Asset Management
Virginia
$12.1M
FMTC
1236
Farmers & Merchants Trust Company
California
$12.1M
FFM
1237
Forum Financial Management
Illinois
$12.1M
RC
1238
RBF Capital
California
$12.1M
BA
1239
Ballast Advisors
Minnesota
$12.1M
FWTB
1240
First Western Trust Bank
Colorado
$12M
CAG
1241
Csenge Advisory Group
Florida
$12M
AIM
1242
Anchor Investment Management
South Carolina
$12M
WAS
1243
WESPAC Advisors SoCal
California
$12M
GHA
1244
GW Henssler & Associates
Georgia
$12M
AIA
1245
AssuredPartners Investment Advisors
Florida
$11.9M
PWMAG
1246
Pinnacle Wealth Management Advisory Group
New Jersey
$11.9M
CNBTD
1247
Citizens National Bank Trust Department
Mississippi
$11.9M
CA
1248
Claro Advisors
Massachusetts
$11.9M
AWE
1249
Avidian Wealth Enterprises
Texas
$11.9M
AWM
1250
Arista Wealth Management
Nevada
$11.9M