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JPMorgan Chase

4,982 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, 2,239 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 (-$68.5B)

17% less funds holding in top 10

Funds holding in top 10: 934779 (-155)

25% less call options, than puts

Call options by funds: $8.1B | Put options by funds: $10.8B

Holders
4,982
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
779
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
1832 Asset Management
126
1832 Asset Management
Ontario, Canada
$590M
Bank Julius Baer & Co
127
Bank Julius Baer & Co
Switzerland
$588M
Mackenzie Financial
128
Mackenzie Financial
Ontario, Canada
$584M
Chevy Chase Trust
129
Chevy Chase Trust
Maryland
$570M
BG
130
Bahl & Gaynor
Ohio
$568M
Jones Financial Companies
131
Jones Financial Companies
Missouri
$558M
HNB
132
Huntington National Bank
Ohio
$555M
Universal-Beteiligungs- und Servicegesellschaft
133
Universal-Beteiligungs- und Servicegesellschaft
Germany
$555M
TWC
134
TD Waterhouse Canada
Ontario, Canada
$552M
Zurich Cantonal Bank
135
Zurich Cantonal Bank
Switzerland
$537M
Thrivent Financial for Lutherans
136
Thrivent Financial for Lutherans
Minnesota
$529M
KeyBank National Association
137
KeyBank National Association
Ohio
$526M
Janney Montgomery Scott
138
Janney Montgomery Scott
Pennsylvania
$523M
Korea Investment Corp
139
Korea Investment Corp
South Korea
$517M
M&T Bank
140
M&T Bank
New York
$511M
Public Employees Retirement Association of Colorado
141
Public Employees Retirement Association of Colorado
Colorado
$511M
Luther King Capital Management (LKCM)
142
Luther King Capital Management (LKCM)
Texas
$509M
SAM
143
Storebrand Asset Management
Norway
$496M
SC
144
Scotia Capital
Ontario, Canada
$477M
AQR Capital Management
145
AQR Capital Management
Connecticut
$473M
Ohio Public Employees Retirement System (OPERS)
146
Ohio Public Employees Retirement System (OPERS)
Ohio
$468M
QCM
147
Quantinno Capital Management
New York
$467M
Toronto Dominion Bank
148
Toronto Dominion Bank
Ontario, Canada
$465M
Handelsbanken Fonder
149
Handelsbanken Fonder
Sweden
$462M
Lord, Abbett & Co
150
Lord, Abbett & Co
New Jersey
$458M