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JPMorgan Chase

4,984 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, 2,241 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 (-$68.4B)

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
4,984
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
BBA
676
BLB&B Advisors
Pennsylvania
$35.2M
FDCP
677
Foster Dykema Cabot & Partners
Massachusetts
$34.9M
Dodge & Cox
678
Dodge & Cox
California
$34.8M
SFM
679
Soros Fund Management
New York
$34.8M
SPS
680
Susquehanna Portfolio Strategies
Pennsylvania
$34.8M
DIA
681
Dana Investment Advisors
Wisconsin
$34.8M
PCM
682
Palisade Capital Management
New Jersey
$34.8M
NB
683
Nicolet Bankshares
Wisconsin
$34.7M
TWC
684
The Woodbridge Company
Ontario, Canada
$34.6M
PCM
685
Polaris Capital Management
Massachusetts
$34.6M
PP
686
Patten & Patten
Tennessee
$34.4M
AHC
687
Adell Harriman & Carpenter
Texas
$34.4M
JWCA
688
J.W. Cole Advisors
Florida
$34.4M
FLII
689
First Long Island Investors
New York
$34.2M
SCA
690
Stonebridge Capital Advisors
Minnesota
$34.2M
LOAMS
691
Lombard Odier Asset Management (Switzerland)
Switzerland
$33.8M
TYCC
692
Texas Yale Capital Corp
Florida
$33.7M
GAM
693
Gotham Asset Management
New York
$33.6M
SRC
694
Shufro Rose & Co
New York
$33.5M
FISPB
695
Fideuram - Intesa Sanpaolo Private Banking
$33.4M
PCH
696
Polar Capital Holdings
United Kingdom
$33.3M
CGPCS
697
Capital Group Private Client Services
California
$33.1M
HSA
698
HBK Sorce Advisory
Pennsylvania
$33M
PCMF
699
Private Capital Management (Florida)
Florida
$32.9M
SIA
700
Sit Investment Associates
Minnesota
$32.9M