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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
MG
376
Marex Group
$102M
SYBT
377
Stock Yards Bank & Trust
Kentucky
$102M
BAM
378
Berkshire Asset Management
Pennsylvania
$102M
FLPIM
379
F.L. Putnam Investment Management
Massachusetts
$102M
KPWS
380
Kestra Private Wealth Services
Texas
$102M
EAM
381
Erste Asset Management
Austria
$102M
DCM
382
Donaldson Capital Management
Indiana
$101M
ESBC
383
E.S. Barr & Co
Kentucky
$100M
CFB
384
Cullen/Frost Bankers
Texas
$100M
WPC
385
Waters Parkerson & Co
Louisiana
$99.6M
HF
386
HRT Financial
New York
$99.4M
Los Angeles Capital Management
387
Los Angeles Capital Management
California
$99.3M
Pzena Investment Management
388
Pzena Investment Management
New York
$99.2M
Alyeska Investment Group
389
Alyeska Investment Group
Illinois
$97.8M
WGAM
390
Wilkinson Global Asset Management
New York
$97.4M
Vontobel Holding
391
Vontobel Holding
Switzerland
$97.4M
VDI
392
Vaughan David Investments
Illinois
$97.3M
WTC
393
WhitTier Trust Company
Nevada
$97M
EDRH
394
Edmond de Rothschild Holding
Switzerland
$96.7M
Macquarie Group
395
Macquarie Group
Australia
$96M
AAIS
396
ABN AMRO Investment Solutions
$95M
RBI
397
Raiffeisen Bank International
Austria
$93.4M
FWIA
398
Fort Washington Investment Advisors
Ohio
$92.8M
YCM
399
Yousif Capital Management
Michigan
$92.6M
MIF
400
Mediolanum International Funds
Ireland
$92.6M