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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
NONA
1426
Ninety One North America
New York
$9.12M
HWA
1427
HCR Wealth Advisors
California
$9.11M
AAMA
1428
Advanced Asset Management Advisors
Ohio
$9.11M
ICP
1429
Ironvine Capital Partners
Nebraska
$9.11M
AC
1430
Addison Capital
Pennsylvania
$9.1M
CA
1431
CoreCap Advisors
Michigan
$9.1M
FMB
1432
Field & Main Bank
Kentucky
$9.1M
GLR
1433
Great Lakes Retirement
Ohio
$9.09M
AWA
1434
Arete Wealth Advisors
Illinois
$9.08M
FFA
1435
Founders Financial Alliance
North Carolina
$9.08M
EW
1436
Evexia Wealth
Wisconsin
$9.07M
LRPA
1437
L. Roy Papp & Associates
Arizona
$9.06M
CWP
1438
Concord Wealth Partners
Virginia
$9.05M
AFM
1439
Abbot Financial Management
Massachusetts
$9.05M
PWM
1440
Palumbo Wealth Management
New York
$9.04M
MMPW
1441
Mitchell McLeod Pugh & Williams
Alabama
$9.04M
SL
1442
Sentinus LLC
Illinois
$9.03M
CCT
1443
Chemung Canal Trust
New York
$9.03M
HLCM
1444
Hi-Line Capital Management
South Dakota
$9.01M
RFMS
1445
RWQ Financial Management Services
Florida
$9.01M
GFG
1446
Greystone Financial Group
Michigan
$9M
JSL
1447
JT Stratford LLC
Georgia
$8.99M
ACM
1448
Aquatic Capital Management
Illinois
$8.99M
BBA
1449
Baader Bank Aktiengesellschaft
Germany
$8.98M
MLIC
1450
Mandatum Life Insurance Company
Finland
$8.97M