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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
LSPW
1451
Lake Street Private Wealth
Illinois
$8.96M
DIM
1452
DLK Investment Management
California
$8.94M
MA
1453
MSA Advisors
California
$8.94M
MYLI
1454
Meiji Yasuda Life Insurance
Japan
$8.94M
GBT
1455
Grove Bank & Trust
Florida
$8.94M
WAS
1456
Westco Advisory Services
New York
$8.94M
PG
1457
Patten Group
Tennessee
$8.93M
PFM
1458
Phillips Financial Management
Indiana
$8.92M
CCA
1459
Checchi Capital Advisers
California
$8.9M
CST
1460
Charles Schwab Trust
Nevada
$8.89M
BWM
1461
BigSur Wealth Management
Florida
$8.88M
HZ
1462
Hixon Zuercher
Ohio
$8.88M
WIM
1463
WealthPlan Investment Management
Nebraska
$8.87M
OCAM
1464
Onex Canada Asset Management
Ontario, Canada
$8.86M
BGDI
1465
BW Gestao de Investimentos
Brazil
$8.83M
AH
1466
Allen Holding
New York
$8.82M
WTA
1467
Washington Trust Advisors
Massachusetts
$8.82M
CSA
1468
Cottage Street Advisors
Massachusetts
$8.82M
DA
1469
DCM Advisors
New York
$8.81M
SCP
1470
Sandhill Capital Partners
New York
$8.8M
RMSCM
1471
R.M. Sincerbeaux Capital Management
New York
$8.79M
RFN
1472
RDA Financial Network
Iowa
$8.76M
SMA
1473
Sage Mountain Advisors
Georgia
$8.74M
WE
1474
Wealth Effects
Massachusetts
$8.74M
HI
1475
Hoey Investments
Pennsylvania
$8.74M