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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
TIS
776
Titan Investment Solutions
$27.9M
BCM
777
Bourgeon Capital Management
Connecticut
$27.9M
Assenagon Asset Management
778
Assenagon Asset Management
Luxembourg
$27.8M
SW
779
SVB Wealth
Massachusetts
$27.8M
A
780
AustralianSuper
Australia
$27.8M
NEI
781
Northwest & Ethical Investments
Ontario, Canada
$27.8M
BFIM
782
Beese Fulmer Investment Management
Ohio
$27.8M
GC
783
Grimes & Company
Massachusetts
$27.7M
AC
784
AlphaCore Capital
California
$27.7M
CAM
785
Cidel Asset Management
Ontario, Canada
$27.6M
HTIM
786
Harbour Trust & Investment Management
Indiana
$27.5M
FSA
787
Fort Sheridan Advisors
Illinois
$27.5M
IBOK
788
Independence Bank of Kentucky
Kentucky
$27.4M
WS
789
Wedbush Securities
California
$27.2M
CPCPP
790
Canada Post Corporation Pension Plan
Canada
$27.2M
NSUP
791
NLB Skladi upravljanje premozenja
$27.1M
AFG
792
Albion Financial Group
Utah
$27.1M
SG
793
Sienna Gestion
France
$27M
AF
794
Avanza Fonder
Sweden
$27M
Barrow, Hanley, Mewhinney & Strauss
795
Barrow, Hanley, Mewhinney & Strauss
Texas
$26.9M
GIA
796
GHP Investment Advisors
Colorado
$26.7M
GWM
797
GDS Wealth Management
Texas
$26.7M
LIM
798
Leavell Investment Management
Alabama
$26.7M
PCA
799
Pallas Capital Advisors
Massachusetts
$26.6M
GT
800
Greenleaf Trust
Michigan
$26.6M