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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
ATC
4976
Advantage Trust Company
Kansas
$13.2K
MDA
4977
Minot DeBlois Advisors
Massachusetts
$11.8K
VAI
4978
Vanguard Advisers Inc
Pennsylvania
$11K
JFG
4979
JDM Financial Group
Texas
$10.6K
FF
4980
Friedenthal Financial
New Jersey
$9.71K
BWM
4981
Benson Wealth Management
Tennessee
$9.71K
SI
4982
Sapience Investments
California
$8.82K
DAL
4983
Delta Accumulation LLC
California
$7.65K
AGAM
4984
AK Global Asset Management
California
$2.49K
P
4985
Palladiem
Pennsylvania
$1.24K
UFF
4986
USA Financial Formulas
Michigan
$882
RJA
4987
Ross\Johnson & Associates
Minnesota
$588
Norges Bank
4988
Norges Bank
Norway
Two Sigma Advisers
4989
Two Sigma Advisers
New York
NA
4990
NewEdge Advisors
Louisiana
FAF
4991
Första AP-fonden
Sweden
UFM
4992
Ursa Fund Management
California
MOACM
4993
Mutual of America Capital Management
New York
CS
4994
Clear Street
New York
Pacer Advisors
4995
Pacer Advisors
Pennsylvania
OBAM
4996
ODDO BHF Asset Management
France
LCM
4997
Logan Capital Management
Pennsylvania
CTC (Chicago Trading Company)
4998
CTC (Chicago Trading Company)
Illinois
LIP
4999
Liontrust Investment Partners
United Kingdom
BBL
5000
Beck Bode LLC
Massachusetts