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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
AHB
676
Abner Herrman & Brock
New Jersey
$35.7M
FFIC
677
First Fiduciary Investment Counsel
Ohio
$35.7M
SGK
678
Steigerwald Gordon & Koch
Virginia
$35.3M
PR
679
Payden & Rygel
California
$35.3M
BBA
680
BLB&B Advisors
Pennsylvania
$35.2M
FDCP
681
Foster Dykema Cabot & Partners
Massachusetts
$34.9M
Dodge & Cox
682
Dodge & Cox
California
$34.8M
SFM
683
Soros Fund Management
New York
$34.8M
SPS
684
Susquehanna Portfolio Strategies
Pennsylvania
$34.8M
DIA
685
Dana Investment Advisors
Wisconsin
$34.8M
PCM
686
Palisade Capital Management
New Jersey
$34.8M
NB
687
Nicolet Bankshares
Wisconsin
$34.7M
TWC
688
The Woodbridge Company
Ontario, Canada
$34.6M
PCM
689
Polaris Capital Management
Massachusetts
$34.6M
PP
690
Patten & Patten
Tennessee
$34.4M
AHC
691
Adell Harriman & Carpenter
Texas
$34.4M
JWCA
692
J.W. Cole Advisors
Florida
$34.4M
FLII
693
First Long Island Investors
New York
$34.2M
SCA
694
Stonebridge Capital Advisors
Minnesota
$34.2M
LOAMS
695
Lombard Odier Asset Management (Switzerland)
Switzerland
$33.8M
TYCC
696
Texas Yale Capital Corp
Florida
$33.7M
GAM
697
Gotham Asset Management
New York
$33.6M
SRC
698
Shufro Rose & Co
New York
$33.5M
FISPB
699
Fideuram - Intesa Sanpaolo Private Banking
$33.4M
PCH
700
Polar Capital Holdings
United Kingdom
$33.3M