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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
WLG
5051
Williamson Legacy Group
Indiana
TWM
5052
Thryve Wealth Management
Texas
CWM
5053
Collaborative Wealth Management
Florida
PMIA
5054
Patrick Mauro Investment Advisor
Illinois
AS
5055
Altshuler Shaham
Israel
VF
5056
Virtu Financial
New York
SCM
5057
Saber Capital Management
North Carolina
KIM
5058
Kane Investment Management
California
PW
5059
Potentia Wealth
California
TWA
5060
Trace Wealth Advisors
California
BMM
5061
Berkshire Money Management
Massachusetts
BLWM
5062
Bucket List Wealth Management
Florida
Twin Tree Management
5063
Twin Tree Management
Texas
EC
5064
EntryPoint Capital
New York
CAM
5065
CenterStar Asset Management
Illinois
WPW
5066
Warther Private Wealth
Ohio
MPW
5067
MGO Private Wealth
California
UAM
5068
UAS Asset Management
New York
ACM
5069
Avos Capital Management
Washington
TCM
5070
TABR Capital Management
California
CMTU
5071
Capital Markets Trading (UK)
United Kingdom
FWM
5072
FMB Wealth Management
California
LCM
5073
LRT Capital Management
Texas
TC
5074
TwinBeech Capital
New York
CAP
5075
Cordoba Advisory Partners
New York