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JPMorgan Chase

5,034 hedge funds and large institutions have $572B invested in JPMorgan Chase in 2026 Q1 according to their latest regulatory filings, with 202 funds opening new positions, 2,110 increasing their positions, 2,266 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 → $572B (-$67.4B)

16% less funds holding in top 10

Funds holding in top 10: 937789 (-148)

25% less call options, than puts

Call options by funds: $8.1B | Put options by funds: $10.8B

Holders
5,034
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
789
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

Top Sellers

1 -$4.26B
2 -$2.99B
3 -$1.99B
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.29B
5
BlackRock
BlackRock
New York
-$1.02B
Name Holding Trade Value Shares
Change
Change in
Stake
PGFC
276
Peapack-Gladstone Financial Corp
New Jersey
$166M
AAMU
277
AEGON Asset Management (UK)
United Kingdom
$164M
DSA
278
Davis Selected Advisers
Arizona
$164M
HA
279
Homestead Advisers
Virginia
$162M
Carson Wealth (CWM LLC)
280
Carson Wealth (CWM LLC)
Nebraska
$162M
TI
281
Tidal Investments
Wisconsin
$161M
II
282
IFM Investors
Australia
$160M
BAMF
283
BI Asset Management Fondsmaeglerselskab
Denmark
$160M
Lido Advisors
284
Lido Advisors
California
$159M
EWM
285
Evercore Wealth Management
New York
$157M
WP
286
Woodline Partners
California
$156M
SLAM
287
Swiss Life Asset Management
$155M
DC
288
Davenport & Co
Virginia
$155M
BS
289
Banco Santander
Spain
$154M
ASC
290
Atalanta Sosnoff Capital
New York
$153M
FMI
291
Factory Mutual Insurance
Massachusetts
$153M
UBP
292
Union Bancaire Privee
Switzerland
$152M
ERSOT
293
Employees Retirement System of Texas
Texas
$151M
IG
294
ING Group
Netherlands
$149M
VPIM
295
Vanguard Personalized Indexing Management
California
$148M
ZIG
296
Zurich Insurance Group
Switzerland
$146M
AV
297
ASR Vermogensbeheer
Netherlands
$146M
Pathstone Holdings
298
Pathstone Holdings
New Jersey
$145M
BIM
299
Bridges Investment Management
Nebraska
$145M
Voloridge Investment Management
300
Voloridge Investment Management
Florida
$145M