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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
MCRM
2776
Midway Capital Research & Management
Illinois
$2.37M +$17.9K +59 +0.7%
WWM
2777
Whalen Wealth Management
Nevada
$2.37M +$1.36M +4,490 +126%
OCM
2778
Orion Capital Management
California
$2.36M -$15.2K -50 -0.6%
BSSFA
2779
Baron Silver Stevens Financial Advisors
Florida
$2.36M -$2M -6,603 -45%
EFH
2780
Eaton Financial Holdings
Florida
$2.35M -$516K -1,700 -18%
GCM
2781
GoodHaven Capital Management
New Jersey
$2.35M
I
2782
InterCapital
Texas
$2.35M +$2.43M +8,000 New
CC
2783
Commons Capital
Massachusetts
$2.35M +$10K +33 +0.4%
FHC
2784
First Heartland Consultants
Missouri
$2.35M -$20.6K -68 -0.8%
EFM
2785
Eley Financial Management
Vermont
$2.34M -$50.4K -166 -2%
JE
2786
JMAC Enterprises
Pennsylvania
$2.34M +$182K +600 +8%
JWWM
2787
Johnson & White Wealth Management
Pennsylvania
$2.34M -$1.52K -5 -0.1%
VSQM
2788
V-Square Quantitative Management
Illinois
$2.34M +$63.4K +209 +3%
NG
2789
Northstar Group
New York
$2.34M +$6.07K +20 +0.3%
OWA
2790
One Wealth Advisors
California
$2.33M +$92.9K +306 +4%
FNBTCON
2791
First National Bank & Trust Co of Newtown
Pennsylvania
$2.33M +$45.5K +150 +2%
KA
2792
Kozak & Associates
Colorado
$2.33M -$1.82K -6 -0.1%
AWP
2793
Abacus Wealth Partners
California
$2.32M -$57.7K -190 -2%
TT
2794
TI-Trust
Illinois
$2.32M -$3.64K -12 -0.2%
MA
2795
MBA Advisors
Pennsylvania
$2.32M -$4.86K -16 -0.2%
EFP
2796
Elser Financial Planning
Indiana
$2.32M +$2.41M +7,953 New
SLG
2797
Stanley-Laman Group
Pennsylvania
$2.32M +$97.1K +320 +4%
PCG
2798
PFC Capital Group
California
$2.31M -$1.21K -4 -0.1%
LWL
2799
Leo Wealth LLC
Texas
$2.31M -$234K -772 -9%
AC
2800
Annandale Capital
Texas
$2.31M +$2.07M +6,816 +664%

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.