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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
EWM
2551
Elmwood Wealth Management
California
$2.88M -$71.6K -236 -2%
SP
2552
SmartHarvest Portfolios
Washington
$2.88M -$818K -2,695 -22%
NCM
2553
Neumann Capital Management
California
$2.88M -$155K -510 -5%
ACL
2554
Applied Capital LLC
Florida
$2.88M -$163K -538 -5%
SCA
2555
Sandy Cove Advisors
Massachusetts
$2.87M +$9.71K +32 +0.3%
RWA
2556
Redhawk Wealth Advisors
Minnesota
$2.87M -$45.8K -151 -2%
TVWM
2557
Tower View Wealth Management
Wisconsin
$2.87M +$29.7K +98 +1%
CFG
2558
CKW Financial Group
Hawaii
$2.87M +$2.43K +8 +0.1%
CG
2559
Corundum Group
Colorado
$2.87M +$22.2K +73 +0.8%
CCM
2560
CFO Capital Management
Connecticut
$2.87M +$91.3K +301 +3%
BCM
2561
Bannerstone Capital Management
Minnesota
$2.86M -$7.89K -26 -0.3%
LB
2562
Legacy Bridge
Iowa
$2.86M +$16.7K +55 +0.6%
SA
2563
SJBenen ADVISORY
North Carolina
$2.85M +$177K +582 +6%
TP
2564
TritonPoint Partners
Maryland
$2.85M +$635K +2,093 +28%
AMPWP
2565
Alvarez & Marsal Private Wealth Partners
Florida
$2.84M +$1.66M +5,457 +130%
HCM
2566
HMS Capital Management
Tennessee
$2.84M -$250K -824 -8%
SIM
2567
Samara Investment Management
Oregon
$2.84M +$2.93M +9,650 New
NME
2568
Notis-McConarty Edward
$2.83M -$27.3K -90 -0.9%
LCWM
2569
Legacy Capital Wealth Management
Texas
$2.83M +$2.92M +9,625 New
SM
2570
Sciencast Management
New Jersey
$2.83M +$2.92M +9,624 New
FBT
2571
First Bank & Trust
South Dakota
$2.83M -$257K -846 -8%
WPA
2572
Winning Points Advisors
Florida
$2.83M -$20.3K -67 -0.3%
BAM
2573
Byrne Asset Management
New Jersey
$2.83M -$203K -669 -7%
WAM
2574
Wernau Asset Management
Massachusetts
$2.83M +$7.28K +24 +0.3%
TAM
2575
Trillium Asset Management
Massachusetts
$2.83M -$103K -339 -3%

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.