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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
WLG
5101
Williamson Legacy Group
Indiana
TWM
5102
Thryve Wealth Management
Texas
CWM
5103
Collaborative Wealth Management
Florida
PMIA
5104
Patrick Mauro Investment Advisor
Illinois
AS
5105
Altshuler Shaham
Israel
VF
5106
Virtu Financial
New York
SCM
5107
Saber Capital Management
North Carolina
KIM
5108
Kane Investment Management
California
PW
5109
Potentia Wealth
California
TWA
5110
Trace Wealth Advisors
California
BMM
5111
Berkshire Money Management
Massachusetts
BLWM
5112
Bucket List Wealth Management
Florida
Twin Tree Management
5113
Twin Tree Management
Texas
EC
5114
EntryPoint Capital
New York
CAM
5115
CenterStar Asset Management
Illinois
WPW
5116
Warther Private Wealth
Ohio
MPW
5117
MGO Private Wealth
California
UAM
5118
UAS Asset Management
New York
ACM
5119
Avos Capital Management
Washington
TCM
5120
TABR Capital Management
California
CMTU
5121
Capital Markets Trading (UK)
United Kingdom
FWM
5122
FMB Wealth Management
California
LCM
5123
LRT Capital Management
Texas
TC
5124
TwinBeech Capital
New York
CAP
5125
Cordoba Advisory Partners
New York