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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
WAM
601
Wilsey Asset Management
California
$43.7M
BG
602
Bollard Group
Massachusetts
$43.1M
CA
603
CSM Advisors
Pennsylvania
$43.1M
BIP
604
Brandes Investment Partners
California
$42.8M
WAS
605
Wesleyan Assurance Society
United Kingdom
$42.8M
CAM
606
Carret Asset Management
New York
$42.5M
VT
607
Vise Technologies
New York
$42.5M
PCIA
608
Prime Capital Investment Advisors
Kansas
$42.5M
MIA
609
MMBG Investment Advisors
Florida
$42.4M
FFA
610
Farther Finance Advisors
California
$42.2M
FSA
611
Franklin Street Advisors
North Carolina
$42.2M
SMFG
612
Sumitomo Mitsui Financial Group
Japan
$42.1M
RIL
613
Rothschild Investment LLC
Illinois
$42M
MAM
614
Madison Asset Management
Wisconsin
$41.8M
TS
615
Triglav Skladi
Slovenia
$41.7M
OCM
616
Osterweis Capital Management
California
$41.6M
CVA
617
Ceredex Value Advisors
Florida
$41.6M
BWFA
618
Baltimore-Washington Financial Advisors
Maryland
$41.6M
FTWA
619
Fifth Third Wealth Advisors
Ohio
$41.5M
IIM
620
INTECH Investment Management
Florida
$41.5M
SGAM
621
Smith Group Asset Management
Texas
$41.4M
STA
622
Summit Trail Advisors
New York
$41.2M
CS
623
Central Securities
New York
$41.2M
CC
624
Chicago Capital
Illinois
$40.9M
LBC
625
Lowe Brockenbrough & Co
Virginia
$40.7M