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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
BIA
2926
Beacon Investment Advisors
Maryland
$2.01M +$910 +3 +0%
TW
2927
Traveka Wealth
California
$2.01M -$7.59K -25 -0.4%
MWM
2928
McNaughton Wealth Management
California
$2M +$116K +381 +6%
SSA
2929
Shepherd Street Advisors
California
$2M +$21.9K +72 +1%
AIM
2930
Alhambra Investment Management
Florida
$2M -$108K -357 -5%
MAM
2931
McLean Asset Management
Virginia
$2M -$256K -845 -11%
OIM
2932
Orca Investment Management
Oregon
$2M -$92K -303 -4%
WC
2933
Winmill & Co
New York
$2M
CMP
2934
Christine Messmer PC
Pennsylvania
$2M +$54.6K +180 +3%
EAP
2935
Elevation Advisory Partners
Florida
$2M +$2.02M +6,656 New
MFG
2936
Menard Financial Group
Texas
$2M +$8.8K +29 +0.4%
JBC
2937
Jefferson Bridge Capital
Tennessee
$2M
FC
2938
Fjell Capital
North Dakota
$1.99M +$113K +372 +6%
CCAM
2939
Cascades Capital Asset Management
North Carolina
$1.99M -$45.2K -149 -2%
TFM
2940
TFC Financial Management
Massachusetts
$1.99M +$45.5K +150 +2%
LCGC
2941
Legacy Capital Group California
California
$1.99M -$2.1M -6,919 -51%
PP
2942
Patron Partners
Texas
$1.99M -$22.5K -74 -1%
CPWL
2943
Coquina Private Wealth LLC
Florida
$1.99M -$24K -79 -1%
USWIA
2944
UP Strategic Wealth Investment Advisors
Pennsylvania
$1.99M +$314K +1,035 +19%
WRPWM
2945
Werba Rubin Papier Wealth Management
California
$1.99M +$269K +886 +15%
GDCM
2946
Galaxy Digital Capital Management
New York
$1.99M +$18.2K +60 +0.9%
BLFG
2947
Brian Low Financial Group
Louisiana
$1.99M -$1.29M -4,267 -39%
BWG
2948
Berry Wealth Group
Texas
$1.98M -$115K -378 -5%
GFA
2949
Gallagher Fiduciary Advisors
Illinois
$1.98M -$21.2K -70 -1%
KSWWM
2950
Keyes Stange & Wooten Wealth Management
Florida
$1.98M +$156K +514 +8%

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.