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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
UB
326
UMB Bank
Missouri
$129M
OAM
327
Oppenheimer Asset Management
New York
$128M
SI
328
Stephens Inc
Arkansas
$125M
TRSOTSOK
329
Teachers Retirement System of the State of Kentucky
Kentucky
$124M
PFSRSONJ
330
Police & Firemen's Retirement System of New Jersey
New Jersey
$123M
VNIM
331
Vaughan Nelson Investment Management
Texas
$123M
SCA
332
STALEY CAPITAL ADVISERS
Pennsylvania
$123M
Lazard Asset Management
333
Lazard Asset Management
New York
$123M
SCM
334
Smead Capital Management
Arizona
$122M
PA
335
Pinnacle Associates
New York
$122M
AF
336
Allworth Financial
California
$121M
CIC
337
Carnegie Investment Counsel
Ohio
$121M
CRC
338
Curi RMB Capital
Illinois
$120M
AAB
339
ABN AMRO Bank
Netherlands
$120M
NIM
340
NEOS Investment Management
Connecticut
$118M
GPA
341
Guidance Point Advisors
Massachusetts
$118M
BTCPP
342
Border to Coast Pensions Partnership
United Kingdom
$118M
HR
343
Hardy Reed
Mississippi
$118M
Holocene Advisors
344
Holocene Advisors
New York
$117M
EB
345
Eastern Bank
Massachusetts
$117M
DADC
346
D.A. Davidson & Co
Montana
$117M
IC
347
IEQ Capital
California
$116M
NAM
348
Nissay Asset Management
Japan
$116M
EI
349
EFG International
$116M
GT
350
Glenview Trust
Kentucky
$116M