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JPMorgan Chase

4,982 hedge funds and large institutions have $571B invested in JPMorgan Chase in 2026 Q1 according to their latest regulatory filings, with 197 funds opening new positions, 2,094 increasing their positions, 2,239 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 (-$68.5B)

17% less funds holding in top 10

Funds holding in top 10: 934779 (-155)

25% less call options, than puts

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

Holders
4,982
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
779
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
HA
276
Homestead Advisers
Virginia
$162M
Carson Wealth (CWM LLC)
277
Carson Wealth (CWM LLC)
Nebraska
$162M
TI
278
Tidal Investments
Wisconsin
$161M
II
279
IFM Investors
Australia
$160M
BAMF
280
BI Asset Management Fondsmaeglerselskab
Denmark
$160M
Lido Advisors
281
Lido Advisors
California
$159M
EWM
282
Evercore Wealth Management
New York
$157M
WP
283
Woodline Partners
California
$156M
SLAM
284
Swiss Life Asset Management
$155M
DC
285
Davenport & Co
Virginia
$155M
BS
286
Banco Santander
Spain
$154M
ASC
287
Atalanta Sosnoff Capital
New York
$153M
FMI
288
Factory Mutual Insurance
Massachusetts
$153M
UBP
289
Union Bancaire Privee
Switzerland
$152M
ERSOT
290
Employees Retirement System of Texas
Texas
$151M
IG
291
ING Group
Netherlands
$149M
VPIM
292
Vanguard Personalized Indexing Management
California
$148M
ZIG
293
Zurich Insurance Group
Switzerland
$146M
AV
294
ASR Vermogensbeheer
Netherlands
$146M
Pathstone Holdings
295
Pathstone Holdings
New Jersey
$145M
BIM
296
Bridges Investment Management
Nebraska
$145M
Voloridge Investment Management
297
Voloridge Investment Management
Florida
$145M
NW
298
NewEdge Wealth
Pennsylvania
$145M
X
299
Xponance
Pennsylvania
$144M
AB
300
Amalgamated Bank
New York
$144M