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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
UCB
2501
United Community Bank
South Carolina
$3.04M +$184K +607 +6%
CSPIA
2502
Cary Street Partners Investment Advisory
Virginia
$3.04M +$49.2K +162 +2%
ZCP
2503
Z3 Capital Partners
Virginia
$3.04M -$26.4K -87 -0.8%
BFA
2504
Blueprint Financial Advisors
North Carolina
$3.04M +$71.6K +236 +2%
RIM
2505
RW Investment Management
Idaho
$3.04M +$3.13M +10,318 New
CWA
2506
Crux Wealth Advisors
California
$3.03M -$139K -459 -4%
AGP
2507
Autumn Glory Partners
Texas
$3.03M +$126K +416 +4%
PIP
2508
Philadelphia Investment Partners
New Jersey
$3.02M +$3.12M +10,268 New
MSWM
2509
McGlone Suttner Wealth Management
Wisconsin
$3.02M -$86.2K -284 -3%
ACM
2510
Arcataur Capital Management
Wisconsin
$3M +$1.52K +5 +0%
GC
2511
Gould Capital
Washington
$3M +$3.09M +10,195 New
MFC
2512
Morris Financial Concepts
South Carolina
$3M +$128K +423 +4%
LSA
2513
L & S Advisors
California
$3M -$15.2M -50,248 -83%
CAL
2514
Capital Advisors Ltd
Ohio
$2.99M
HAIM
2515
Hunter Associates Investment Management
Pennsylvania
$2.99M +$110K +364 +4%
HEM
2516
Henson-Edgewater Management
Ohio
$2.99M -$178K -587 -5%
ARA
2517
Alexander Randolph Advisory
Virginia
$2.99M +$53.7K +177 +2%
BWA
2518
Basecamp Wealth Advisors
Washington
$2.99M -$10.9K -36 -0.4%
ISWM
2519
Independent Solutions Wealth Management
New York
$2.98M +$1.42M +4,670 +86%
PCS
2520
Private Client Services
Kentucky
$2.97M +$649K +2,137 +27%
FFC
2521
First Financial Corp
Indiana
$2.97M -$104K -343 -3%
KAM
2522
Karani Asset Management
New York
$2.97M +$2.45M +8,088 +401%
HTHT
2523
Hemenway Trust Hemenway Trust
New Hampshire
$2.97M +$17K +56 +0.6%
LF
2524
Lee Financial
Texas
$2.97M -$116K -382 -4%
TRIA
2525
Trail Ridge Investment Advisors
Colorado
$2.97M +$406K +1,339 +15%

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.