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JPMorgan Chase

4,978 hedge funds and large institutions have $571B invested in JPMorgan Chase in 2026 Q1 according to their latest regulatory filings, with 196 funds opening new positions, 2,092 increasing their positions, 2,238 reducing their positions, and 176 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: $8.09B | Put options by funds: $10.8B

Holders
4,978
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
$8.09B
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
Franklin Resources
26
Franklin Resources
California
$4.42B
Massachusetts Financial Services
27
Massachusetts Financial Services
Massachusetts
$4.33B
Raymond James Financial
28
Raymond James Financial
Florida
$4.25B
VFT
29
Vanguard Fiduciary Trust
Pennsylvania
$4.15B
Capital International Investors
30
Capital International Investors
California
$3.7B
Barclays
31
Barclays
United Kingdom
$3.65B
Invesco
32
Invesco
Georgia
$3.63B
Deutsche Bank
33
Deutsche Bank
Germany
$2.44B
Neuberger Berman Group
34
Neuberger Berman Group
New York
$2.32B
DZ Bank
35
DZ Bank
Germany
$2.23B
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$2.12B
Boston Partners
37
Boston Partners
Massachusetts
$2.08B
BNP Paribas Financial Markets
38
BNP Paribas Financial Markets
France
$2.07B
Amundi
39
Amundi
France
$2.05B
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
40
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.04B
Baird Financial Group
41
Baird Financial Group
Wisconsin
$1.97B
HSBC Holdings
42
HSBC Holdings
United Kingdom
$1.96B
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$1.96B
Canada Pension Plan Investment Board
44
Canada Pension Plan Investment Board
Ontario, Canada
$1.92B
Schroder Investment Management Group
45
Schroder Investment Management Group
United Kingdom
$1.86B
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$1.86B
Mitsubishi UFJ Asset Management
47
Mitsubishi UFJ Asset Management
Japan
$1.83B
Sumitomo Mitsui Trust Group
48
Sumitomo Mitsui Trust Group
Japan
$1.8B
AllianceBernstein
49
AllianceBernstein
Tennessee
$1.67B
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$1.63B