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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
CG
751
Caprock Group
Idaho
$29.3M
JMFC
752
J.M. Forbes & Co
Massachusetts
$29.3M
FFA
753
First Foundation Advisors
California
$29.3M
BFA
754
Bragg Financial Advisors
North Carolina
$29.2M
WC
755
Whitney & Co
New York
$29.2M
CCMT
756
CMT Capital Markets Trading
Germany
$29M
MA
757
Mutual Advisors
Nebraska
$28.9M
UBV
758
United Bank (Virginia)
Virginia
$28.9M
YC
759
Yarbrough Capital
Tennessee
$28.8M
JFG
760
Jefferies Financial Group
New York
$28.7M
DWT
761
Dorsey & Whitney Trust
South Dakota
$28.6M
BP
762
Ballentine Partners
Massachusetts
$28.6M
AIM
763
Avity Investment Management
Connecticut
$28.6M
ACIM
764
Azimuth Capital Investment Management
Michigan
$28.5M
RWM
765
Ritholtz Wealth Management
New York
$28.5M
CAMG
766
CWA Asset Management Group
Florida
$28.5M
Grantham, Mayo, Van Otterloo & Co (GMO)
767
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$28.4M
TMAM
768
Tokio Marine Asset Management
Japan
$28.3M
TCOT
769
Trust Company of Toledo
Ohio
$28.3M
GP
770
Guardian Partners
Canada
$28.3M
QCG
771
Quadrant Capital Group
Ohio
$28.1M
BHIA
772
Birch Hill Investment Advisors
Massachusetts
$28.1M
CA
773
Callahan Advisors
Texas
$28.1M
LFAS
774
Level Four Advisory Services
Texas
$28M
TI
775
Trexquant Investment
Connecticut
$28M