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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
SI
326
Stephens Inc
Arkansas
$125M
TRSOTSOK
327
Teachers Retirement System of the State of Kentucky
Kentucky
$124M
PFSRSONJ
328
Police & Firemen's Retirement System of New Jersey
New Jersey
$123M
VNIM
329
Vaughan Nelson Investment Management
Texas
$123M
SCA
330
STALEY CAPITAL ADVISERS
Pennsylvania
$123M
Lazard Asset Management
331
Lazard Asset Management
New York
$123M
SCM
332
Smead Capital Management
Arizona
$122M
PA
333
Pinnacle Associates
New York
$122M
AF
334
Allworth Financial
California
$121M
CIC
335
Carnegie Investment Counsel
Ohio
$121M
CRC
336
Curi RMB Capital
Illinois
$120M
AAB
337
ABN AMRO Bank
Netherlands
$120M
NIM
338
NEOS Investment Management
Connecticut
$118M
GPA
339
Guidance Point Advisors
Massachusetts
$118M
BTCPP
340
Border to Coast Pensions Partnership
United Kingdom
$118M
HR
341
Hardy Reed
Mississippi
$118M
Holocene Advisors
342
Holocene Advisors
New York
$117M
EB
343
Eastern Bank
Massachusetts
$117M
DADC
344
D.A. Davidson & Co
Montana
$117M
IC
345
IEQ Capital
California
$116M
NAM
346
Nissay Asset Management
Japan
$116M
EI
347
EFG International
$116M
GT
348
Glenview Trust
Kentucky
$116M
RWP
349
RWA Wealth Partners
Massachusetts
$115M
TH
350
TCTC Holdings
Texas
$114M