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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
BPCE
501
Bank Pictet & Cie (Europe)
Germany
$59.5M
AG
502
AIA Group
Hong Kong
$59.5M
MLL
503
Moody Lynn & Lieberson
Massachusetts
$59.3M
BCI
504
Brinker Capital Investments
Pennsylvania
$59.1M
LS
505
Livforsakringsbolaget Skandia
Sweden
$59.1M
OC
506
Oakworth Capital
Alabama
$59M
LFM
507
LGT Fund Management
Liechtenstein
$59M
Capital Fund Management (CFM)
508
Capital Fund Management (CFM)
France
$58.5M
MCM
509
Mill Capital Management
North Carolina
$58.4M
Hudson Bay Capital Management
510
Hudson Bay Capital Management
Connecticut
$58.2M
IWC
511
Integrated Wealth Concepts
Massachusetts
$58.1M
BIAS
512
Beacon Investment Advisory Services
New Jersey
$58M
SF
513
Summit Financial
New Jersey
$57.7M
NIM
514
Northeast Investment Management
Massachusetts
$57.2M
NP
515
NS Partners
United Kingdom
$57.1M
GI
516
Gradient Investments
Minnesota
$56.9M
ISL
517
Ingalls & Snyder LLC
New York
$56.9M
MWM
518
Meridian Wealth Management
Kentucky
$56.8M
KFC
519
Klingenstein Fields & Co
New York
$56.8M
RIG
520
RiverFront Investment Group
Virginia
$56.2M
HIMC
521
Heritage Investors Management Corp
Maryland
$56M
HCMG
522
Howard Capital Management Group
California
$55.9M
AAIM
523
American Assets Investment Management
California
$55.8M
MF
524
Milford Funds
$55.5M
EMPI
525
Elo Mutual Pension Insurance
Finland
$54.9M