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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
LI
2976
LVZ Inc
Michigan
$1.91M +$22.2K +73 +1%
MWM
2977
Meadowbrook Wealth Management
New York
$1.91M -$247K -815 -11%
PVM
2978
Palogic Value Management
Texas
$1.9M -$45.5K -150 -2%
SC
2979
Solstein Capital
California
$1.9M +$24.3K +80 +1%
CA
2980
Crumly & Associates
Illinois
$1.9M +$141K +464 +8%
KFG
2981
Kingdom Financial Group
Arizona
$1.9M -$266K -876 -12%
LAS
2982
Lloyd Advisory Services
Georgia
$1.9M +$1.81M +5,960 +1,221%
SFG
2983
Sunburst Financial Group
Alabama
$1.89M +$25.5K +84 +1%
WAG
2984
Wiser Advisor Group
Arizona
$1.89M +$607 +2 +0%
MAM
2985
Milestone Asset Management
Pennsylvania
$1.89M -$7.26M -23,919 -79%
GHA
2986
Granite Harbor Advisors
Texas
$1.89M +$23.1K +76 +1%
TIP
2987
Tandem Investment Partners
New Jersey
$1.89M -$39.5K -130 -2%
PIMG
2988
Patriot Investment Management Group
Tennessee
$1.89M +$2.73K +9 +0.1%
VAM
2989
Virtue Asset Management
Illinois
$1.88M +$192K +634 +11%
SB
2990
Sunflower Bank
Texas
$1.88M +$2.73K +9 +0.1%
GWAG
2991
Garrett Wealth Advisory Group
Texas
$1.88M +$811K +2,672 +72%
MCP
2992
Miller Capital Partners
Michigan
$1.88M
SF
2993
Sun Financial
Utah
$1.88M +$6.07K +20 +0.3%
EWA
2994
Evolution Wealth Advisors
Florida
$1.87M
AFS
2995
Access Financial Services
Minnesota
$1.87M -$34.6K -114 -2%
HIC
2996
Hamrick Investment Counsel
Washington
$1.87M +$19.1K +63 +1%
CS
2997
Capital Square
Tennessee
$1.87M -$70.1K -231 -4%
HPBT
2998
Hickory Point Bank & Trust
Illinois
$1.87M -$85.3K -281 -4%
CGFA
2999
Colton Groome Financial Advisors
North Carolina
$1.86M +$40.1K +132 +2%
RB
3000
Renasant Bank
Mississippi
$1.86M -$10.9K -36 -0.6%

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.