We are live on ! Find out more
JPM icon

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
RPGK
2526
Retirement Planning Group (Kansas)
Kansas
$2.96M -$862K -2,841 -22%
CAM
2527
Cacti Asset Management
Georgia
$2.96M -$45.5K -150 -1%
KSB
2528
Kennebec Savings Bank
Maine
$2.95M -$44.3K -146 -1%
SEEDPG
2529
S.E.E.D. Planning Group
New York
$2.95M -$152K -502 -5%
OP
2530
Oslo Pensjonsforsikring
$2.95M +$3.04M +10,019 New
IIM
2531
InTrack Investment Management
Vermont
$2.95M +$334K +1,102 +12%
UAML
2532
US Asset Management LLC
Pennsylvania
$2.95M -$15.8K -52 -0.5%
AFG
2533
Allegheny Financial Group
Pennsylvania
$2.94M +$4.86K +16 +0.2%
OIM
2534
Oder Investment Management
California
$2.94M +$607 +2 +0%
PCM
2535
Pointe Capital Management
Michigan
$2.92M +$19.4K +64 +0.6%
VIP
2536
Vista Investment Partners
Oklahoma
$2.92M -$3.94K -13 -0.1%
RWM
2537
Rezny Wealth Management
Florida
$2.92M
AA
2538
Addison Advisors
Vermont
$2.92M +$59.8K +197 +2%
WCM
2539
Windsor Capital Management
Arizona
$2.91M +$25.2K +83 +0.8%
FPCP
2540
Fort Point Capital Partners
California
$2.91M +$308K +1,015 +11%
FCFC
2541
First Citizens Financial Corp
Iowa
$2.91M
TC
2542
Trust Company
Kansas
$2.9M +$24.9K +82 +0.8%
NPF
2543
Norris Perne & French
Michigan
$2.9M -$2.77M -9,123 -48%
PIA
2544
Powell Investment Advisors
Florida
$2.9M
PCS
2545
Personal CFO Solutions
New Jersey
$2.9M -$137K -453 -4%
SWM
2546
SHP Wealth Management
Massachusetts
$2.89M -$253K -834 -8%
CCM
2547
Compass Capital Management
Minnesota
$2.89M -$38.8K -128 -1%
SWK
2548
Stephen W. Kidder
$2.88M -$60.7K -200 -2%
SRC
2549
Sage Rhino Capital
California
$2.88M -$6.37K -21 -0.2%
RSVP
2550
Ramsay Stattman Vela & Price
Colorado
$2.88M -$24.3K -80 -0.8%

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.