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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
CRI
1301
Commonwealth Retirement Investments
Virginia
$10.9M
ACM
1302
Alpha Capital Management
Texas
$10.9M
PTC
1303
Private Trust Company
Ohio
$10.9M
FAM
1304
Fulcrum Asset Management
United Kingdom
$10.9M
BWAM
1305
Boyd Watterson Asset Management
Ohio
$10.9M
CWM
1306
Compass Wealth Management
Connecticut
$10.9M
IAIM
1307
International Assets Investment Management
Florida
$10.9M
SG
1308
StoneX Group
New York
$10.8M
CCM
1309
Cinctive Capital Management
New York
$10.8M
SAI
1310
Systematic Alpha Investments
New Jersey
$10.8M
PA
1311
PFG Advisors
Arizona
$10.8M
CIC
1312
Concord Investment Counsel
California
$10.8M
VA
1313
Valmark Advisers
Ohio
$10.8M
FFG
1314
Frisch Financial Group
New York
$10.8M
HAG
1315
HighPoint Advisor Group
Illinois
$10.7M
GFP
1316
Gryphon Financial Partners
Ohio
$10.7M
OSNBOA
1317
Old Second National Bank of Aurora
Illinois
$10.7M
CWM
1318
Cordatus Wealth Management
Pennsylvania
$10.7M
HCM
1319
Hilton Capital Management
New York
$10.7M
DIP
1320
DT Investment Partners
Pennsylvania
$10.7M
SFGP
1321
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$10.7M
BWL
1322
Bogart Wealth LLC
Virginia
$10.7M
TE
1323
Tema ETFs
New York
$10.6M
IWA
1324
Icon Wealth Advisors
Texas
$10.6M
HW
1325
HORAN Wealth
Ohio
$10.6M