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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
AFM
2726
Armstrong Fleming & Moore
District of Columbia
$2.47M
OC
2727
Oarsman Capital
Wisconsin
$2.47M +$18.5K +61 +0.7%
BCA
2728
Bay Capital Advisors
Virginia
$2.47M -$15.2K -50 -0.6%
MFG
2729
Monte Financial Group
Connecticut
$2.47M
CCMW
2730
Cypress Capital Management (Wyoming)
Wyoming
$2.47M +$13.7K +45 +0.5%
SFG
2731
Sovereign Financial Group
Connecticut
$2.47M +$324K +1,067 +15%
FNBSF
2732
First National Bank Sioux Falls
South Dakota
$2.47M -$36.7K -121 -1%
BTWM
2733
Baker Tilly Wealth Management
Wisconsin
$2.46M -$264K -869 -9%
IIL
2734
Income Insurance Ltd
$2.46M
WI
2735
WrapManager Inc
California
$2.46M -$100K -331 -4%
PWP
2736
Ponta Wealth Partners
Florida
$2.45M +$247K +814 +11%
CL
2737
CIM LLC
New York
$2.45M -$20.9K -69 -0.8%
WMA
2738
Wealth Management Associates
New Jersey
$2.45M
AB
2739
ANB Bank
Colorado
$2.45M -$23.1K -76 -0.9%
RF
2740
Roxbury Financial
New Jersey
$2.45M +$92.9K +306 +4%
CA
2741
Corrado Advisors
New Jersey
$2.45M -$101K -333 -4%
RBWA
2742
RFG - Bristol Wealth Advisors
Massachusetts
$2.45M -$50.1K -165 -2%
PWM
2743
Palacios Wealth Management
Florida
$2.43M +$75.9K +250 +3%
SAA
2744
Southeast Asset Advisors
Georgia
$2.43M +$208K +687 +9%
BWM
2745
BlackDiamond Wealth Management
New York
$2.43M -$55.5K -183 -2%
KCFA
2746
Key Client Fiduciary Advisors
New Jersey
$2.43M +$42.2K +139 +2%
CI
2747
Cavalier Investments
Georgia
$2.43M -$8.62M -28,399 -77%
EWM
2748
Evergreen Wealth Management
Michigan
$2.43M +$33.7K +111 +1%
APW
2749
Alliance Private Wealth
Massachusetts
$2.42M +$21.2K +70 +0.9%
NA
2750
Navellier & Associates
Nevada
$2.42M -$59.8K -197 -2%

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.