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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
EF
751
Empirical Finance
Pennsylvania
$29.5M
KCM
752
Kornitzer Capital Management
Kansas
$29.4M
BIG
753
Brooklyn Investment Group
New York
$29.4M
TRCT
754
Tower Research Capital (TRC)
New York
$29.4M
CPIG
755
Chicago Partners Investment Group
Illinois
$29.3M
CG
756
Caprock Group
Idaho
$29.3M
JMFC
757
J.M. Forbes & Co
Massachusetts
$29.3M
FFA
758
First Foundation Advisors
California
$29.3M
BFA
759
Bragg Financial Advisors
North Carolina
$29.2M
WC
760
Whitney & Co
New York
$29.2M
CCMT
761
CMT Capital Markets Trading
Germany
$29M
MA
762
Mutual Advisors
Nebraska
$28.9M
UBV
763
United Bank (Virginia)
Virginia
$28.9M
YC
764
Yarbrough Capital
Tennessee
$28.8M
JFG
765
Jefferies Financial Group
New York
$28.7M
DWT
766
Dorsey & Whitney Trust
South Dakota
$28.6M
BP
767
Ballentine Partners
Massachusetts
$28.6M
AIM
768
Avity Investment Management
Connecticut
$28.6M
ACIM
769
Azimuth Capital Investment Management
Michigan
$28.5M
RWM
770
Ritholtz Wealth Management
New York
$28.5M
CAMG
771
CWA Asset Management Group
Florida
$28.5M
Grantham, Mayo, Van Otterloo & Co (GMO)
772
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$28.4M
TMAM
773
Tokio Marine Asset Management
Japan
$28.3M
TCOT
774
Trust Company of Toledo
Ohio
$28.3M
GP
775
Guardian Partners
Canada
$28.3M