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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
EV
2876
EJMK Ventures
Illinois
$2.14M -$399K -1,316 -15%
ST
2877
Sageworth Trust
Pennsylvania
$2.13M +$1.47M +4,845 +202%
SPI
2878
Sutton Place Investors
New York
$2.13M +$6.98K +23 +0.3%
RWM
2879
Riverbend Wealth Management
South Carolina
$2.13M +$124K +409 +6%
SWM
2880
Sterling Wealth Management
Illinois
$2.13M -$303 -1 -0%
JWA
2881
JFS Wealth Advisors
Pennsylvania
$2.12M -$59.2K -195 -3%
NJIM
2882
Nabity-Jensen Investment Management
Nebraska
$2.12M +$248K +818 +13%
CNBT
2883
Cornerstone National Bank & Trust
Illinois
$2.12M -$73.1K -241 -3%
CIA
2884
Cladis Investment Advisory
Montana
$2.12M -$30.3K -100 -1%
AWG
2885
Altus Wealth Group
Colorado
$2.12M +$184K +606 +9%
AWA
2886
Acumen Wealth Advisors
Tennessee
$2.11M +$1.37M +4,526 +171%
HFS
2887
Howard Financial Services
Texas
$2.11M +$279K +918 +15%
EIA
2888
Edgemoor Investment Advisors
Maryland
$2.1M +$29.7K +98 +1%
GS
2889
GWN Securities
Florida
$2.09M +$218K +719 +11%
AIM
2890
Aigen Investment Management
New York
$2.09M +$2.15M +7,097 New
AHL
2891
Abel Hall LLC
Louisiana
$2.09M -$1.26M -4,152 -37%
MHC
2892
May Hill Capital
Massachusetts
$2.09M +$389K +1,282 +22%
Walleye Capital
2893
Walleye Capital
New York
$2.09M +$1.91M +6,299 +795%
ACM
2894
Armbruster Capital Management
New York
$2.09M +$7.89K +26 +0.4%
HAS
2895
HBW Advisory Services
California
$2.08M -$53.1K -175 -2%
SNBOSCI
2896
Security National Bank of Sioux City Iowa
Iowa
$2.07M -$17K -56 -0.8%
RL
2897
Ruffer LLP
United Kingdom
$2.07M
RPSA
2898
Richard P. Slaughter Associates
Texas
$2.07M -$50.7K -167 -2%
WIM
2899
Westside Investment Management
California
$2.06M -$52.5K -173 -2%
BWM
2900
Bulltick Wealth Management
Florida
$2.06M +$761K +2,509 +56%

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.