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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
GFI
401
Global Frontier Investments
South Carolina
$92.4M
FT
402
Fiduciary Trust
Massachusetts
$92.2M
MHC
403
Meyer Handelman Company
New York
$92.2M
MFIM
404
Mesirow Financial Investment Management
Illinois
$91.8M
EH
405
Equitable Holdings
New York
$91.4M
OPERF
406
Oregon Public Employees Retirement Fund
Oregon
$90.8M
PNC
407
Park National Corp
Ohio
$89.3M
WB
408
WesBanco Bank
West Virginia
$87.9M
AS
409
Aware Super
Australia
$87.8M
CPSAC
410
Chas P. Smith & Associates (CPS)
Florida
$87.6M
GF
411
Gabelli Funds
New York
$87.5M
ACA
412
Aptus Capital Advisors
Alabama
$87.5M
First Manhattan
413
First Manhattan
New York
$86.3M
AUB
414
Atlantic Union Bankshares
Virginia
$86M
OIAM
415
OFI Invest Asset Management
France
$85.6M
CA
416
Clearstead Advisors
Ohio
$85.3M
EPIM
417
Evelyn Partners Investment Management
$84.3M
ATC
418
Argent Trust Co
Tennessee
$84.2M
MGP
419
M&G plc
United Kingdom
$83.8M
CCM
420
Chilton Capital Management
Texas
$83.3M
OAM
421
OP Asset Management
$82.8M
AA
422
Ancora Advisors
Ohio
$82.5M
AC
423
Allstate Corporation
Illinois
$82.4M
WG
424
Welch Group
Alabama
$81.5M
BPWM
425
Badgley Phelps Wealth Managers
Washington
$81.1M