We are live on ! Find out more
JPM icon

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
BM
3001
Berman McAleer
Maryland
$1.85M
KFS
3002
Keynote Financial Services
Connecticut
$1.85M
RWPA
3003
Richard W. Paul & Associates
Michigan
$1.85M +$39.5K +130 +2%
PAG
3004
Powers Advisory Group
Illinois
$1.85M -$13.7K -45 -0.7%
DOA
3005
D'Orazio & Associates
Virginia
$1.85M -$21.5K -71 -1%
LIM
3006
Longfellow Investment Management
Massachusetts
$1.85M +$484K +1,595 +34%
RL
3007
Rogco LP
Oklahoma
$1.85M +$305K +1,004 +19%
KIA
3008
Knollwood Investment Advisory
Maryland
$1.85M
BCG
3009
BayBridge Capital Group
California
$1.84M
GAA
3010
Global Assets Advisory
Florida
$1.84M +$3.39M +11,182 +379%
SCA
3011
Sippican Capital Advisors
Massachusetts
$1.84M -$74.4K -245 -4%
FCG
3012
Fielder Capital Group
Tennessee
$1.83M -$78K -257 -4%
AGAM
3013
Audent Global Asset Management
California
$1.83M -$1.97M -6,507 -51%
KL
3014
KilterHowling LLC
Colorado
$1.82M +$237K +782 +14%
EL
3015
EWA LLC
Pennsylvania
$1.82M +$88K +290 +5%
TSMHT
3016
Thurston Springer Miller Herd & Titak
Indiana
$1.82M -$442K -1,455 -19%
SIC
3017
SJS Investment Consulting
Ohio
$1.82M -$344K -1,133 -15%
LCWP
3018
Legacy Capital Wealth Partners
Arkansas
$1.82M +$106K +350 +6%
CCM
3019
Crew Capital Management
Ohio
$1.82M -$37.6K -124 -2%
BPW
3020
Bingham Private Wealth
California
$1.81M -$24.3K -80 -1%
FPGK
3021
Financial Partners Group (Kansas)
Kansas
$1.81M +$6.98K +23 +0.4%
HWA
3022
HMV Wealth Advisors
Louisiana
$1.81M +$25.5K +84 +1%
BWM
3023
Baron Wealth Management
Michigan
$1.81M -$78.3K -258 -4%
MHR
3024
Matthew Hamilton Rosenberg
$1.81M +$130K +430 +8%
BPFA
3025
Barnes Pettey Financial Advisors
Mississippi
$1.81M +$303 +1 +0%

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.