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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
RBC
1576
Romano Brothers & Co
Illinois
$7.98M
DE
1577
Diversified Enterprises
Delaware
$7.98M
CFIA
1578
Cantor Fitzgerald Investment Advisors
New York
$7.95M
MCCA
1579
Mill Creek Capital Advisors
Pennsylvania
$7.95M
EFG
1580
Everhart Financial Group
Ohio
$7.93M
HCM
1581
Hengehold Capital Management
Ohio
$7.93M
CWM
1582
CMH Wealth Management
New Hampshire
$7.92M
BMA
1583
Brooks Moore & Associates
Tennessee
$7.9M
IAMOG
1584
Investors Asset Management of Georgia
Georgia
$7.9M
SCM
1585
Sitrin Capital Management
California
$7.89M
MA
1586
MCF Advisors
Kentucky
$7.88M
NW
1587
Naviter Wealth
Arkansas
$7.88M
Group One Trading
1588
Group One Trading
Illinois
$7.86M
SW
1589
SkyOak Wealth
Michigan
$7.86M
KI
1590
KTF Investments
California
$7.84M
PKC
1591
Palmer Knight Company
Florida
$7.83M
QIM
1592
Quest Investment Management
Oregon
$7.82M
APIM
1593
Agate Pass Investment Management
Washington
$7.79M
FPB
1594
First PREMIER Bank
South Dakota
$7.78M
PCA
1595
Peddock Capital Advisors
Massachusetts
$7.77M
BL
1596
BFSG LLC
California
$7.75M
BWM
1597
BNC Wealth Management
Oregon
$7.74M
GLLW
1598
Graves Light Lenhart Wealth
Virginia
$7.73M
SW
1599
StrongBox Wealth
Missouri
$7.71M
MWM
1600
Mattern Wealth Management
Kansas
$7.68M