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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
GIA
801
GHP Investment Advisors
Colorado
$26.7M
GWM
802
GDS Wealth Management
Texas
$26.7M
LIM
803
Leavell Investment Management
Alabama
$26.7M
PCA
804
Pallas Capital Advisors
Massachusetts
$26.6M
GT
805
Greenleaf Trust
Michigan
$26.6M
CIG
806
Cullen Investment Group
Louisiana
$26.6M
DMIC
807
Dixon Mitchell Investment Counsel
British Columbia, Canada
$26.5M
CFC
808
Cincinnati Financial Corp
Ohio
$26.5M
CWM
809
Calamos Wealth Management
Illinois
$26.4M
BCV
810
Banque Cantonale Vaudoise
Switzerland
$26.4M
BWP
811
Barlow Wealth Partners
Kentucky
$26.2M
RT
812
Rockland Trust
Massachusetts
$26.1M
AC
813
Addenda Capital
Quebec, Canada
$26M
FG
814
Fiduciary Group
Georgia
$25.8M
EWM
815
Edge Wealth Management
New York
$25.7M
WB
816
Webster Bank
Connecticut
$25.6M
RAM
817
Rempart Asset Management
Canada
$25.6M
EWM
818
Empirical Wealth Management
Washington
$25.5M
MWM
819
Moran Wealth Management
Florida
$25.5M
WBC
820
Westpac Banking Corp
Australia
$25.5M
AT
821
Arbejdsmarkedets Tillaegspension
$25.5M
NMIMC
822
Northwestern Mutual Investment Management Company
Wisconsin
$25.4M
Kovitz Investment Group Partners
823
Kovitz Investment Group Partners
Illinois
$25.3M
WTB
824
Washington Trust Bank
Washington
$25.3M
CCM
825
Cohen Capital Management
California
$25.2M