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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
MAM
1526
Mirabaud Asset Management
United Kingdom
$8.37M
AIP
1527
Ameritas Investment Partners
Nebraska
$8.36M
CM
1528
Cercano Management
Washington
$8.35M
MIP
1529
Marietta Investment Partners
Wisconsin
$8.34M
BP
1530
BBR Partners
New York
$8.33M
TCA
1531
Trifecta Capital Advisors
Illinois
$8.33M
OL
1532
Owen LaRue
Kentucky
$8.33M
SSW
1533
Stone Summit Wealth
Florida
$8.31M
VCM
1534
Violich Capital Management
California
$8.29M
CIA
1535
Covington Investment Advisors
Pennsylvania
$8.28M
LFA
1536
Lauterbach Financial Advisors
Texas
$8.28M
LDB
1537
Lee, Danner & Bass
Tennessee
$8.27M
TBT
1538
Texas Bank & Trust
Texas
$8.27M
PWAM
1539
Private Wealth Asset Management
Iowa
$8.27M
AP
1540
Advisortrust Partners
North Carolina
$8.27M
DS
1541
DRW Securities
Illinois
$8.27M
ACS
1542
Archford Capital Strategies
Illinois
$8.26M
LC
1543
Lincoln Capital
Nebraska
$8.25M
ECM
1544
ExodusPoint Capital Management
New York
$8.25M
TPA
1545
Trivium Point Advisory
Connecticut
$8.25M
CWAG
1546
Compton Wealth Advisory Group
Virginia
$8.24M
LWA
1547
Lineweaver Wealth Advisors
Ohio
$8.24M
EFM
1548
E Fund Management
China
$8.23M
CPA
1549
Clear Point Advisors
New York
$8.22M
EHC
1550
Everett Harris & Co
California
$8.22M