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JPMorgan Chase

5,060 hedge funds and large institutions have $573B invested in JPMorgan Chase in 2026 Q1 according to their latest regulatory filings, with 205 funds opening new positions, 2,117 increasing their positions, 2,275 reducing their positions, and 177 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 205 | Existing positions closed: 177

7% less repeat investments, than reductions

Existing positions increased: 2,117 | Existing positions reduced: 2,275

1.05% less ownership

Funds ownership: 73.33%72.27% (-1.1%)

1% less funds holding

Funds holding: 5,1255,060 (-65)

11% less capital invested

Capital invested by funds: $640B → $573B (-$67.3B)

15% less funds holding in top 10

Funds holding in top 10: 938795 (-143)

25% less call options, than puts

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

Holders
5,060
Holders Change
-65
Holders Change %
-1.27%
% of All Funds
62.14%
Holding in Top 10
795
Holding in Top 10 Change
-143
Holding in Top 10 Change %
-15.25%
% of All Funds
9.76%
New
205
Increased
2,117
Reduced
2,275
Closed
177
Calls
$8.1B
Puts
$10.8B
Net Calls
-$2.71B
Net Calls Change
-$1.48B
Name Holding Trade Value Shares
Change
Change in
Stake
TAP
2476
TSG Advice Partners
Ohio
$3.11M +$61.6K +203 +2%
SC
2477
Shuttleworth & Co
Ohio
$3.11M +$33.7K +111 +1%
HWA
2478
HHM Wealth Advisors
Tennessee
$3.1M +$163K +537 +5%
S
2479
Sunpointe
Missouri
$3.1M -$558K -1,837 -15%
BIA
2480
Bigelow Investment Advisors
Maine
$3.1M -$28.2K -93 -0.9%
VGDSS
2481
VUB Generali dochodkova spravcovska spolocnost
$3.1M +$124K +407 +4%
GG
2482
Gleason Group
Kentucky
$3.09M -$512K -1,687 -14%
GGA
2483
Granite Group Advisors
Connecticut
$3.09M +$113K +372 +4%
FSAG
2484
Financial Solutions Advisory Group
Illinois
$3.09M +$3.18M +10,489 New
PAWC
2485
P.A.W. Capital
Connecticut
$3.09M +$3.21M +10,590 New
LIM
2486
Letson Investment Management
Georgia
$3.08M -$71K -234 -2%
AFA
2487
AA Financial Advisors
Ohio
$3.08M +$29.1K +96 +0.9%
WCM
2488
WealthBridge Capital Management
Ohio
$3.08M +$45.2K +149 +1%
JF
2489
JSF Financial
California
$3.08M +$117K +385 +4%
SWA
2490
Strategies Wealth Advisors
Michigan
$3.07M +$50.1K +165 +2%
CM
2491
Capula Management
Cayman Islands
$3.06M +$1.7M +5,603 +117%
Members Trust
2492
Members Trust
Florida
$3.06M -$55.8K -184 -2%
SFG
2493
Shum Financial Group
California
$3.06M -$20K -66 -0.6%
LF
2494
LifeSteps Financial
California
$3.05M +$104K +342 +3%
JF
2495
Jump Financial
Illinois
$3.05M -$3.33M -10,960 -51%
HAM
2496
Harmony Asset Management
Arizona
$3.05M +$29.1K +96 +0.9%
FWI
2497
Facet Wealth Inc
Maryland
$3.05M +$585K +1,929 +23%
PL
2498
Plancorp LLC
Missouri
$3.05M +$59.2K +195 +2%
CFG
2499
Cooper Financial Group
California
$3.05M +$11.8K +39 +0.4%
PWAM
2500
Papamarkou Wellner Asset Management
New York
$3.04M +$211K +696 +7%

JPM Hedge Fund Activity: Q1 2026 in Review

5,060 of the 8,143 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase (JPM) for Q1 2026, worth a combined $573B — down 11% from $640B a quarter earlier.

Buyers outnumbered sellers: 205 funds opened new JPM positions and 177 closed out — a net gain of 28 holders — while 2,117 added to existing stakes and 2,275 trimmed.

The largest buyer was SG Americas Securities, adding an estimated $2.85B. The largest seller was Capital International Investors, cutting an estimated $4.26B.

  • 5,060 institutional investors held JPMorgan Chase (JPM) as of Q1 2026, down from 5,125 in Q4 2025.
  • Funds reported $573B of JPMorgan Chase stock for Q1 2026, down 11% quarter-over-quarter.
  • 205 funds opened new JPMorgan Chase positions in Q1 2026 and 177 closed out, a net change of +28 holders.
  • The largest JPMorgan Chase buyer in Q1 2026 was SG Americas Securities, an estimated $2.85B added.
  • The largest JPMorgan Chase seller in Q1 2026 was Capital International Investors, an estimated $4.26B sold.

Based on aggregated 13F filings for Q1 2026.