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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
CBT
2951
CoreFirst Bank & Trust
Kansas
$1.97M -$170K -560 -8%
RFW
2952
Rainier Family Wealth
Washington
$1.97M -$63.7K -210 -3%
LCM
2953
Laurion Capital Management
New York
$1.97M +$2.03M +6,695 New
FFM
2954
Flagstone Financial Management
Nebraska
$1.97M +$957K +3,152 +89%
BW
2955
BXM Wealth
Colorado
$1.96M -$15.5M -51,233 -88%
AGC
2956
Aspen Grove Capital
Colorado
$1.96M +$5.77K +19 +0.3%
DI
2957
Disciplined Investors
Texas
$1.96M +$71K +234 +4%
CFG
2958
Carr Financial Group
Massachusetts
$1.96M -$15.8K -52 -0.8%
VP
2959
Verum Partners
North Carolina
$1.96M +$216K +711 +12%
LIA
2960
Limestone Investment Advisors
New York
$1.96M +$2.02M +6,652 New
MCA
2961
McGuire Capital Advisors
Oklahoma
$1.95M -$503K -1,657 -20%
PK
2962
Pflug Koory
Nebraska
$1.95M -$303 -1 -0%
MF
2963
Montis Financial
Massachusetts
$1.94M +$10.3K +34 +0.5%
HCP
2964
Hexagon Capital Partners
Arkansas
$1.94M +$2M +6,606 New
WB
2965
West Bancorporation
Iowa
$1.94M -$273K -901 -12%
CRI
2966
Colonial River Investments
Virginia
$1.94M +$10K +33 +0.5%
FB
2967
Finward Bancorp
Indiana
$1.94M -$4.86K -16 -0.2%
CLIP
2968
Colter Lewis Investment Partners
Connecticut
$1.94M +$724K +2,387 +57%
AWM
2969
Activest Wealth Management
Florida
$1.94M +$598K +1,972 +43%
TWA
2970
Talisman Wealth Advisors
New Jersey
$1.94M -$126K -415 -6%
FFA
2971
Frazier Financial Advisors
Ohio
$1.93M +$61K +201 +3%
PSP
2972
Principal Street Partners
Tennessee
$1.93M -$14.9K -49 -0.7%
CCS
2973
Concentric Capital Strategies
Connecticut
$1.92M +$977K +3,220 +97%
CC
2974
Carlson Capital
Texas
$1.92M +$429K +1,415 +28%
DMBA
2975
Deseret Mutual Benefit Administrators
Utah
$1.91M +$897K +2,957 +83%

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.