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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
NIM
526
Nexus Investment Management
Ontario, Canada
$54.8M
HR
527
Howe & Rusling
New York
$54.8M
DJSG
528
D.J. St. Germain
Massachusetts
$54.2M
A
529
Allianz
Germany
$54.1M
BSL
530
Blue Sparrow LLC
Delaware
$53.7M
Envestnet Portfolio Solutions
531
Envestnet Portfolio Solutions
Illinois
$53.7M
VC
532
Vestor Capital
Illinois
$53M
SCA
533
Snowden Capital Advisors
New York
$52.4M
BSA
534
Braun Stacey Associates
New York
$52.4M
ASN
535
Advisory Services Network
Georgia
$52.4M
CA
536
Cornerstone Advisors
North Carolina
$52.4M
CSIC
537
Clifford Swan Investment Counsel
California
$52.3M
MFG
538
Merit Financial Group
Georgia
$52.3M
LCS
539
Levin Capital Strategies
New York
$52.2M
FNT
540
First National Trust
Pennsylvania
$52M
OIMU
541
Osmosis Investment Management UK
United Kingdom
$51.6M
CTA
542
Chesley Taft & Associates
Illinois
$51.5M
NB
543
Norinchukin Bank
Japan
$50.6M
LFG
544
Lazard Frères Gestion
France
$50.5M
MYIA
545
Mount Yale Investment Advisors
Colorado
$50.5M
RC
546
Randolph Company
Ohio
$50.4M
EGA
547
Eagle Global Advisors
Texas
$50.1M
FNBOO
548
First National Bank of Omaha
Nebraska
$49.8M
LNWTC
549
Laird Norton Wetherby Trust Company
Washington
$49.8M
CIP
550
Cornerstone Investment Partners
Georgia
$49.7M