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JPMorgan Chase

4,983 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, 2,240 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)

16% less funds holding in top 10

Funds holding in top 10: 934780 (-154)

25% less call options, than puts

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

Holders
4,983
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
780
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
CTI
626
Community Trust & Investment
Kentucky
$40.6M
LI
627
LMCG Investments
Massachusetts
$40.5M
LSERS
628
Louisiana State Employees Retirement System
Louisiana
$40.4M
KCM
629
Kanawha Capital Management
Virginia
$40.3M
PIM
630
Penobscot Investment Management
Massachusetts
$40.3M
MGP
631
Metis Global Partners
California
$40.3M
CI
632
Conning Inc
Connecticut
$40.2M
MSRPS
633
Maryland State Retirement & Pension System
Maryland
$40.2M
WA
634
WestEnd Advisors
North Carolina
$40.1M
FAB
635
First American Bank
Illinois
$40M
LA
636
LBP AM
France
$40M
NCM
637
Noesis Capital Mangement
Florida
$40M
PA
638
Parallel Advisors
California
$39.9M
MAA
639
Matrix Asset Advisors
New York
$39.6M
JAM
640
Jupiter Asset Management
United Kingdom
$39.5M
MMA
641
Miracle Mile Advisors
California
$39.3M
PWM
642
Perigon Wealth Management
California
$39M
BMCM
643
Bryn Mawr Capital Management
Pennsylvania
$39M
BFG
644
Bleakley Financial Group
New Jersey
$38.8M
ALMGDA
645
AG2R La Mondiale Gestion d'Actifs
France
$38.7M
VFA
646
Valeo Financial Advisors
Indiana
$38.6M
IAA
647
Independent Advisor Alliance
North Carolina
$38.5M
HI
648
Horizon Investments
North Carolina
$38.4M
NRS
649
Neville Rodie & Shaw
New York
$38.4M
AWM
650
Axxcess Wealth Management
California
$38.3M