JPM icon

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
KF
1601
KKM Financial
Illinois
$7.68M
PWPS
1602
Pinnacle Wealth Planning Services
Ohio
$7.67M
AIS
1603
AM Investment Strategies
Tennessee
$7.65M
SAM
1604
Sompo Asset Management
Japan
$7.64M
IRAG
1605
Investment Research & Advisory Group
Georgia
$7.63M
BONH
1606
Bank of New Hampshire
New Hampshire
$7.63M
CAM
1607
Covenant Asset Management
New Jersey
$7.62M
CI
1608
Cigna Investments
Connecticut
$7.62M
MPPLM
1609
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$7.6M
CCM
1610
Consolidated Capital Management
California
$7.6M
SAM
1611
Socorro Asset Management
Texas
$7.59M
RP
1612
Rowlandmiller & Partners
Georgia
$7.59M
SF
1613
Symphony Financial
Texas
$7.59M
JF
1614
Jericho Financial
Ohio
$7.59M
KA
1615
Klingman & Associates
New York
$7.59M
EFG
1616
Ethos Financial Group
Pennsylvania
$7.58M
CFCI
1617
Comprehensive Financial Consultants Institutional
Indiana
$7.58M
ACM
1618
Alta Capital Management
Utah
$7.58M
GWP
1619
Gateway Wealth Partners
Wisconsin
$7.57M
MBT
1620
Montecito Bank & Trust
California
$7.56M
UCI
1621
Uncommon Cents Investing
Wisconsin
$7.54M
ST
1622
Sentinel Trust
Texas
$7.54M
QT
1623
Quantbot Technologies
New York
$7.54M
MW
1624
Marble Wealth
Alabama
$7.52M
WBWA
1625
William B. Walkup & Associates
South Carolina
$7.5M