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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
WA
376
Waverly Advisors
Alabama
$102M
IMCOOI
377
Investment Management Corp of Ontario (IMCO)
Canada
$102M
MG
378
Marex Group
$102M
SYBT
379
Stock Yards Bank & Trust
Kentucky
$102M
BAM
380
Berkshire Asset Management
Pennsylvania
$102M
FLPIM
381
F.L. Putnam Investment Management
Massachusetts
$102M
KPWS
382
Kestra Private Wealth Services
Texas
$102M
EAM
383
Erste Asset Management
Austria
$102M
DCM
384
Donaldson Capital Management
Indiana
$101M
ESBC
385
E.S. Barr & Co
Kentucky
$100M
CFB
386
Cullen/Frost Bankers
Texas
$100M
WPC
387
Waters Parkerson & Co
Louisiana
$99.6M
HF
388
HRT Financial
New York
$99.4M
Los Angeles Capital Management
389
Los Angeles Capital Management
California
$99.3M
Pzena Investment Management
390
Pzena Investment Management
New York
$99.2M
HC
391
Henshaw Capital
Massachusetts
$99.2M
Alyeska Investment Group
392
Alyeska Investment Group
Illinois
$97.8M
WGAM
393
Wilkinson Global Asset Management
New York
$97.4M
Vontobel Holding
394
Vontobel Holding
Switzerland
$97.4M
VDI
395
Vaughan David Investments
Illinois
$97.3M
WTC
396
WhitTier Trust Company
Nevada
$97M
EDRH
397
Edmond de Rothschild Holding
Switzerland
$96.7M
Macquarie Group
398
Macquarie Group
Australia
$96M
AAIS
399
ABN AMRO Investment Solutions
$95M
RBI
400
Raiffeisen Bank International
Austria
$93.4M