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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
CIA
451
Concurrent Investment Advisors
Florida
$71.4M
SIC
452
Salem Investment Counselors
North Carolina
$71M
WIA
453
World Investment Advisors
California
$70.9M
JEST
454
JTC Employer Solutions Trustee
Jersey
$70.3M
CGH
455
Crossmark Global Holdings
Texas
$70.1M
VF
456
Vest Financial
Virginia
$70M
MIH
457
Meitav Investment House
Israel
$69.8M
TCIIS
458
TIAA-CREF Individual & Institutional Services
New York
$69.7M
SCM
459
Sterling Capital Management
North Carolina
$69.6M
SAM
460
Silvercrest Asset Management
New York
$69.5M
TWIM
461
TIAA Wealth Investment Management
New York
$69.4M
IMRF
462
Illinois Municipal Retirement Fund
Illinois
$69.4M
SWP
463
Stratos Wealth Partners
Ohio
$69.2M
JIC
464
Johnson Investment Counsel
Ohio
$68.8M
CIA
465
Capital Investment Advisors
Georgia
$68.7M
AF
466
Aviso Financial
Ontario, Canada
$68.5M
PFS
467
Prospera Financial Services
Texas
$68.3M
WT
468
Washington Trust
Rhode Island
$68.2M
RMA
469
Roffman Miller Associates
Pennsylvania
$68.2M
DRZID
470
DePrince Race & Zollo Inc (DRZ)
Florida
$67.6M
GC
471
Guggenheim Capital
Illinois
$67.2M
CBUSF
472
Construction & Building Unions Superannuation Fund
Australia
$67.1M
SCP
473
Seizert Capital Partners
Michigan
$66.2M
KIA
474
KCM Investment Advisors
California
$66.1M
TAM
475
Todd Asset Management
Kentucky
$65.9M