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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
OAM
1376
Occidental Asset Management
California
$9.79M
GCA
1377
Greenwood Capital Associates
South Carolina
$9.77M
PTC
1378
Philadelphia Trust Company
Pennsylvania
$9.77M
ITIM
1379
Indiana Trust & Investment Management
Indiana
$9.73M
CAM
1380
Columbia Asset Management
Michigan
$9.73M
RA
1381
RFG Advisory
Alabama
$9.73M
KFBMI
1382
Kentucky Farm Bureau Mutual Insurance
Kentucky
$9.71M
AF
1383
Ally Financial
Michigan
$9.71M
AT
1384
American Trust
Kentucky
$9.68M
ST
1385
Somerset Trust
Pennsylvania
$9.68M
EGM
1386
Engineers Gate Manager
New York
$9.67M
FCMT
1387
Founders Capital Management (Texas)
Texas
$9.66M
UWM
1388
Udine Wealth Management
Florida
$9.66M
EL
1389
Essex LLC
Illinois
$9.65M
EPIMS
1390
Evelyn Partners Investment Management Services
$9.63M
1M
1391
1248 Management
Missouri
$9.63M
LG
1392
Leuthold Group
Minnesota
$9.63M
AC
1393
Arjuna Capital
North Carolina
$9.62M
CAAS
1394
Capital Asset Advisory Services
Michigan
$9.62M
SIA
1395
Soltis Investment Advisors
Utah
$9.6M
CC
1396
Cadinha & Co
Hawaii
$9.58M
GIA
1397
Guyasuta Investment Advisors
Pennsylvania
$9.56M
NHT
1398
New Hampshire Trust
New Hampshire
$9.53M
BRM
1399
Boston Research & Management
Massachusetts
$9.52M
BBWA
1400
Bell & Brown Wealth Advisors
California
$9.52M