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JPMorgan Chase

5,034 hedge funds and large institutions have $572B invested in JPMorgan Chase in 2026 Q1 according to their latest regulatory filings, with 202 funds opening new positions, 2,110 increasing their positions, 2,266 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 → $572B (-$67.4B)

16% less funds holding in top 10

Funds holding in top 10: 937789 (-148)

25% less call options, than puts

Call options by funds: $8.1B | Put options by funds: $10.8B

Holders
5,034
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
789
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

Top Sellers

1 -$4.26B
2 -$2.99B
3 -$1.99B
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.29B
5
BlackRock
BlackRock
New York
-$1.02B
Name Holding Trade Value Shares
Change
Change in
Stake
AAIM
526
American Assets Investment Management
California
$55.8M
MF
527
Milford Funds
$55.5M
EMPI
528
Elo Mutual Pension Insurance
Finland
$54.9M
NIM
529
Nexus Investment Management
Ontario, Canada
$54.8M
HR
530
Howe & Rusling
New York
$54.8M
DJSG
531
D.J. St. Germain
Massachusetts
$54.2M
A
532
Allianz
Germany
$54.1M
BSL
533
Blue Sparrow LLC
Delaware
$53.7M
Envestnet Portfolio Solutions
534
Envestnet Portfolio Solutions
Illinois
$53.7M
VC
535
Vestor Capital
Illinois
$53M
SCA
536
Snowden Capital Advisors
New York
$52.4M
BSA
537
Braun Stacey Associates
New York
$52.4M
ASN
538
Advisory Services Network
Georgia
$52.4M
CA
539
Cornerstone Advisors
North Carolina
$52.4M
CSIC
540
Clifford Swan Investment Counsel
California
$52.3M
MFG
541
Merit Financial Group
Georgia
$52.3M
LCS
542
Levin Capital Strategies
New York
$52.2M
FNT
543
First National Trust
Pennsylvania
$52M
OIMU
544
Osmosis Investment Management UK
United Kingdom
$51.6M
CTA
545
Chesley Taft & Associates
Illinois
$51.5M
NB
546
Norinchukin Bank
Japan
$50.6M
LFG
547
Lazard Frères Gestion
France
$50.5M
MYIA
548
Mount Yale Investment Advisors
Colorado
$50.5M
RC
549
Randolph Company
Ohio
$50.4M
EGA
550
Eagle Global Advisors
Texas
$50.1M