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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
BPMC
2901
Buckland Partners Management Co
New York
$2.06M
OGC
2902
Oak Grove Capital
New Hampshire
$2.06M +$728K +2,400 +52%
SHFA
2903
SC&H Financial Advisors
Maryland
$2.06M +$303 +1 +0%
TWM
2904
Topsail Wealth Management
North Carolina
$2.06M +$41.6K +137 +2%
PFM
2905
Potomac Fund Management
Florida
$2.06M +$48.3K +159 +2%
RF
2906
Rossby Financial
Florida
$2.05M +$451K +1,486 +27%
SFS
2907
Symphony Financial Services
Ohio
$2.05M +$176K +579 +9%
ACP
2908
Argyle Capital Partners
California
$2.05M +$105K +345 +5%
BAM
2909
BCV Asset Management
$2.05M +$2.12M +6,982 New
NERM
2910
New England Research & Management
Illinois
$2.05M +$1.79M +5,887 +541%
GIM
2911
Guardian Investment Management
California
$2.05M -$389K -1,281 -16%
CFA
2912
Cahill Financial Advisors
Minnesota
$2.04M +$25.2K +83 +1%
ACMA
2913
Arbor Capital Management (Alaska)
Alaska
$2.04M +$32.8K +108 +2%
CGA
2914
Crescent Grove Advisors
Illinois
$2.04M -$191K -630 -8%
ME
2915
McIlrath & Eck
Washington
$2.04M -$40.1K -132 -2%
FPL
2916
Fortress Private Ledger
North Carolina
$2.03M +$141K +463 +7%
FC
2917
Fairscale Capital
New Hampshire
$2.03M +$12.1K +40 +0.6%
RYIA
2918
Roehl & Yi Investment Advisors
Oregon
$2.03M +$307K +1,012 +17%
GIPW
2919
Granite Islands Private Wealth
Connecticut
$2.03M +$201K +663 +11%
AFG
2920
ABLE Financial Group
Arizona
$2.02M -$122K -402 -6%
AWM
2921
Aviso Wealth Management
Washington
$2.02M -$196K -645 -9%
RWP
2922
Ridgecrest Wealth Partners
California
$2.02M +$303 +1 +0%
VWM
2923
Vigilare Wealth Management
Arizona
$2.02M -$379K -1,248 -15%
TF
2924
TLWM Financial
Texas
$2.01M +$76.5K +252 +4%
FFA
2925
Florida Financial Advisors
Florida
$2.01M -$2.91M -9,603 -58%

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.