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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
M1FG
2851
Mach-1 Financial Group
Arkansas
$2.18M -$4.03M -13,287 -64%
GPI
2852
General Partner Inc
Pennsylvania
$2.18M -$75.9K -250 -3%
FOA
2853
Five Oceans Advisors
California
$2.18M -$4.86K -16 -0.2%
AWM
2854
Atticus Wealth Management
Florida
$2.18M -$124K -409 -5%
CAM
2855
CPA Asset Management
Florida
$2.18M -$607K -2,000 -21%
GPA
2856
Garrison Point Advisors
California
$2.18M -$34.3K -113 -2%
SPF
2857
South Plains Financial
Texas
$2.18M +$88K +290 +4%
PWP
2858
Phillips Wealth Planners
Mississippi
$2.17M -$60.7K -200 -3%
ANC
2859
Ames National Corp
Iowa
$2.17M -$98.6K -325 -4%
AA
2860
Altman Advisors
Illinois
$2.17M -$506K -1,667 -18%
MP
2861
Moment Partners
California
$2.17M -$40.1K -132 -2%
AIA
2862
Armor Investment Advisors
North Carolina
$2.17M +$303 +1 +0%
5SA
2863
5th Street Advisors
Connecticut
$2.17M -$11.8K -39 -0.5%
TIM
2864
Tortoise Investment Management
New York
$2.16M -$139K -458 -6%
WF
2865
WinCap Financial
Massachusetts
$2.16M +$200K +659 +10%
BF
2866
bLong Financial
Tennessee
$2.15M -$30.3K -100 -1%
KHCM
2867
Kirtland Hills Capital Management
Ohio
$2.15M +$2.73K +9 +0.1%
BW
2868
Balance Wealth
Ohio
$2.15M +$1.82K +6 +0.1%
SFG
2869
Sather Financial Group
Texas
$2.15M -$29.7K -98 -1%
GWM
2870
Gilpin Wealth Management
Colorado
$2.15M -$21.2K -70 -0.9%
HWA
2871
Heartwood Wealth Advisors
Virginia
$2.15M +$1.82K +6 +0.1%
IF
2872
Intrua Financial
Texas
$2.15M -$177K -583 -7%
AI
2873
Atom Investors
Texas
$2.14M +$2.21M +7,287 New
SRA
2874
Secured Retirement Advisors
Minnesota
$2.14M -$334K -1,100 -13%
HI
2875
Hendershot Investments
Virginia
$2.14M -$15.2K -50 -0.7%

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.