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JPMorgan Chase

5,061 hedge funds and large institutions have $573B invested in JPMorgan Chase in 2026 Q1 according to their latest regulatory filings, with 206 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: 206 | 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%72.28% (-1%)

1% less funds holding

Funds holding: 5,1255,061 (-64)

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
5,061
Holders Change
-64
Holders Change %
-1.25%
% of All Funds
62.15%
Holding in Top 10
795
Holding in Top 10 Change
-143
Holding in Top 10 Change %
-15.25%
% of All Funds
9.76%
New
206
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
PMFA
2651
Plante Moran Financial Advisors
Michigan
$2.64M -$239K -786 -8%
MC
2652
Machina Capital
France
$2.63M +$2.72M +8,956 New
DAM
2653
Deltec Asset Management
New York
$2.63M +$607K +2,000 +29%
CH
2654
Cromwell Holdings
Wyoming
$2.62M
CCM
2655
Cannon Capital Management
Utah
$2.62M +$127K +417 +5%
RIM
2656
Redwood Investment Management
Arizona
$2.62M +$666K +2,194 +33%
LEA
2657
Legacy Edge Advisors
New York
$2.62M -$17.6K -58 -0.6%
PIA
2658
Perennial Investment Advisors
California
$2.61M -$154K -508 -5%
1IA
2659
1620 Investment Advisors
Massachusetts
$2.61M -$5.16K -17 -0.2%
SDWMA
2660
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.61M -$34.9K -115 -1%
VCM
2661
Vivaldi Capital Management
Illinois
$2.61M -$70.4K -232 -3%
AP
2662
Atwood & Palmer
Missouri
$2.6M +$4.25K +14 +0.2%
B
2663
Birchbrook
Maine
$2.6M -$95.6K -315 -3%
KFSC
2664
Keystone Financial Services (Colorado)
Colorado
$2.6M +$10K +33 +0.4%
MIC
2665
Meridian Investment Counsel
California
$2.6M +$12.7K +42 +0.5%
CCA
2666
Cora Capital Advisors
New Jersey
$2.6M -$58.3K -192 -2%
FFG
2667
Fortem Financial Group
California
$2.59M -$529K -1,744 -17%
BI
2668
Bolthouse Investments
California
$2.59M
BFG
2669
Bouchey Financial Group
New York
$2.59M -$127K -417 -5%
IA
2670
IFG Advisors
Missouri
$2.59M +$4.86K +16 +0.2%
PIA
2671
Pinion Investment Advisors
Kansas
$2.58M -$175K -576 -6%
NL
2672
Navalign LLC
California
$2.58M -$66.8K -220 -2%
FAM
2673
Fairtree Asset Management
South Africa
$2.58M +$871K +2,870 +49%
EM
2674
ELCO Management
New York
$2.58M +$20.3K +67 +0.8%
BSI
2675
Bennett Selby Investments
Maine
$2.58M

JPM Hedge Fund Activity: Q1 2026 in Review

5,061 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: 206 funds opened new JPM positions and 177 closed out — a net gain of 29 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.

  • 5,061 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.
  • 206 funds opened new JPMorgan Chase positions in Q1 2026 and 177 closed out, a net change of +29 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.