JPM icon

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
CIS
551
Capital International Sarl
California
$49.3M
VAS
552
Vestmark Advisory Solutions
Massachusetts
$49.2M
SC
553
SouthState Corp
Florida
$48.9M
CL
554
Choreo LLC
Illinois
$48.8M
MOS
555
MGO One Seven
Ohio
$48.8M
MCM
556
MKP Capital Management
New York
$48.5M
SC
557
Sculptor Capital
New York
$48.5M
MWM
558
Modern Wealth Management
Kansas
$48.4M
NSLI
559
Nan Shan Life Insurance
Taiwan
$48.3M
CTC
560
Central Trust Company
Missouri
$48.2M
GI
561
GAMCO Investors
Connecticut
$48.2M
VA
562
Vident Advisory
Georgia
$48.2M
DMC
563
Drexel Morgan & Co
Pennsylvania
$48.1M
VCM
564
Voleon Capital Management
California
$48.1M
MSU
565
Mizuho Securities USA
New York
$47.9M
WBG
566
Wharton Business Group
Pennsylvania
$47.8M
ECM
567
Estabrook Capital Management
New York
$47.7M
SSWM
568
Smith Salley Wealth Management
North Carolina
$47.4M
DDPIC
569
Deroy & Devereaux Private Investment Counsel
Michigan
$47.4M
NMIFOAC
570
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$47.3M
CIA
571
Choate Investment Advisors
Massachusetts
$47.3M
PAS
572
Park Avenue Securities
New York
$47.1M
FL
573
FreeGulliver LLC
Louisiana
$47M
MCM
574
Maple Capital Management
Vermont
$47M
CI
575
Cambiar Investors
Colorado
$46.9M