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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
DWM
1476
Dynasty Wealth Management
Florida
$8.73M
HWMO
1477
Heritage Wealth Management (Ohio)
Ohio
$8.73M
DDC
1478
DF Dent & Co
Maryland
$8.73M
ANB
1479
Amarillo National Bank
Texas
$8.7M
HKIM
1480
Hayek Kallen Investment Management
Alabama
$8.7M
FIB
1481
First Interstate Bank
Montana
$8.68M
BOH
1482
Bank of Hawaii
Hawaii
$8.68M
BAM
1483
Bell Asset Management
Australia
$8.68M
AIM
1484
AMI Investment Management
Indiana
$8.67M
FAM
1485
Formidable Asset Management
Ohio
$8.67M
CF
1486
Concorde Financial
Texas
$8.66M
ACM
1487
Argyle Capital Management
Pennsylvania
$8.66M
PAM
1488
Paradigm Asset Management
New York
$8.65M
PCM
1489
Patient Capital Management
Maryland
$8.64M
UOTTAIMCU
1490
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$8.64M
KLCM
1491
KG&L Capital Management
Louisiana
$8.63M
EGA
1492
E&G Advisors
Texas
$8.63M
MWAM
1493
Manhattan West Asset Management
California
$8.63M
RCM
1494
RB Capital Management
Nevada
$8.61M
SPC
1495
Spirepoint Private Client
Florida
$8.59M
HFM
1496
Hartford Financial Management
Connecticut
$8.58M
RFWA
1497
RPg Family Wealth Advisory
Massachusetts
$8.57M
AFP
1498
Ausdal Financial Partners
Iowa
$8.57M
TW
1499
Titan Wealth
$8.57M
PJSIMP
1500
P.J. Schmidt Investment Management (PJS)
Wisconsin
$8.53M