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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
SMI
1501
Shelter Mutual Insurance
Missouri
$8.53M
ZCI
1502
Zevenbergen Capital Investments
Washington
$8.53M
HPIA
1503
Hamilton Point Investment Advisors
North Carolina
$8.53M
IA
1504
IFC Advisors
California
$8.52M
AWM
1505
Avaii Wealth Management
Wisconsin
$8.51M
WPIC
1506
White Pine Investment Company
Michigan
$8.51M
MCM
1507
MV Capital Management
Maryland
$8.5M
CT
1508
Coastline Trust
Rhode Island
$8.5M
HA
1509
Herold Advisors
New York
$8.5M
HNW
1510
High Note Wealth
Minnesota
$8.49M
KJHP
1511
K.J. Harrison & Partners
Ontario, Canada
$8.49M
HRC
1512
Hoertkorn Richard Charles
$8.48M
PGWM
1513
Parisi Gray Wealth Management
New Jersey
$8.47M
PA
1514
Profund Advisors
Maryland
$8.46M
GBWM
1515
Granite Bay Wealth Management
New Hampshire
$8.45M
IIC
1516
Ironwood Investment Counsel
Arizona
$8.44M
MIM
1517
MTM Investment Management
South Carolina
$8.44M
KCP
1518
Kera Capital Partners
California
$8.43M
SIM
1519
Seaview Investment Managers
Florida
$8.41M
GWANC
1520
Guardian Wealth Advisors (North Carolina)
North Carolina
$8.41M
UBG
1521
United Bank (Georgia)
Georgia
$8.41M
ST
1522
Smithfield Trust
Pennsylvania
$8.4M
MSA
1523
Marino Stram & Associates
Massachusetts
$8.4M
GIM
1524
Generate Investment Management
New Zealand
$8.39M
MCA
1525
MSH Capital Advisors
Arizona
$8.38M