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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
GM
1401
GeoWealth Management
Illinois
$9.51M
BB
1402
Berkshire Bank
Massachusetts
$9.47M
SIA
1403
SeaBridge Investment Advisors
New Jersey
$9.44M
SCM
1404
Summerhill Capital Management
Ontario, Canada
$9.41M
QI
1405
Qtron Investments
Massachusetts
$9.35M
FFN
1406
Focus Financial Network
Minnesota
$9.34M
MA
1407
McBroom & Associates
Nevada
$9.33M
AMI
1408
Amica Mutual Insurance
Rhode Island
$9.33M
BFC
1409
Bedel Financial Consulting
Indiana
$9.27M
CD
1410
Chapin Davis
Maryland
$9.24M
BGC
1411
Beutel, Goodman & Co
Ontario, Canada
$9.24M
LHC
1412
Little House Capital
Massachusetts
$9.24M
WP
1413
WealthShield Partners
North Carolina
$9.23M
BA
1414
Baugh & Associates
Georgia
$9.22M
HCM
1415
Hall Capital Management
Rhode Island
$9.21M
PTP
1416
Platform Technology Partners
New York
$9.2M
CPW
1417
Cove Private Wealth
New York
$9.19M
AOWM
1418
Alpha Omega Wealth Management
Virginia
$9.18M
TAM
1419
Trust Asset Management
Texas
$9.18M
CW
1420
CreativeOne Wealth
Kansas
$9.18M
A
1421
Argentarii
Ohio
$9.17M
HIM
1422
Hillsdale Investment Management
Ontario, Canada
$9.16M
CCA
1423
Cooper Capital Advisors
California
$9.15M
BSC
1424
Brown Shipley & Co
United Kingdom
$9.14M
NAM
1425
NTV Asset Management
West Virginia
$9.14M