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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
CC
1251
Constitution Capital
Connecticut
$11.9M
AMM
1252
American Money Management
California
$11.9M
CWM
1253
Chronos Wealth Management
Florida
$11.8M
FC
1254
Fulcrum Capital
Washington
$11.8M
AC
1255
Apella Capital
Connecticut
$11.7M
APSI
1256
Asset Planning Services Inc
Louisiana
$11.7M
KA
1257
Kintegral Advisory
New York
$11.7M
PFBT
1258
Parkside Financial Bank & Trust
Missouri
$11.7M
WIA
1259
Wetzel Investment Advisors
Indiana
$11.7M
XF
1260
XML Financial
Maryland
$11.7M
CT
1261
Clearstead Trust
Maine
$11.7M
NS
1262
NBC Securities
Alabama
$11.6M
PFM
1263
Premier Fund Managers
United Kingdom
$11.6M
SNB
1264
Security National Bank
Nebraska
$11.6M
MBTD
1265
Mechanics Bank - Trust Department
California
$11.6M
FP
1266
FFG Partners
Florida
$11.6M
EW
1267
Evoke Wealth
California
$11.6M
BHCM
1268
Brevan Howard Capital Management
Jersey
$11.6M
PGF
1269
Plan Group Financial
Oklahoma
$11.6M
GAG
1270
GM Advisory Group
New York
$11.6M
HCM
1271
Howland Capital Management
Massachusetts
$11.6M
CIC
1272
Chilton Investment Company
Connecticut
$11.5M
EFMC
1273
Empire Financial Management Company
New York
$11.5M
BCPWM
1274
Bradley & Co Private Wealth Management
Florida
$11.5M
AA
1275
Altrafin AG
$11.5M