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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
JC
3026
JM2 Capital
Oklahoma
$1.81M +$1.52K +5 +0.1%
CWM
3027
Centurion Wealth Management
Virginia
$1.81M -$185K -609 -9%
DIM
3028
Delta Investment Management
California
$1.8M -$613K -2,021 -25%
AL
3029
ARWA LLC
Texas
$1.8M -$190K -625 -10%
WAG
3030
Wilkerson Advisory Group
Missouri
$1.8M +$60.7K +200 +3%
PBK
3031
Peoples Bank (Kansas)
Kansas
$1.8M -$19.7K -65 -1%
BPW
3032
BlueDoor Private Wealth
Massachusetts
$1.8M +$31.3K +103 +2%
NWA
3033
Navis Wealth Advisors
New York
$1.8M -$310K -1,021 -14%
SCA
3034
St. Clair Advisors
Ohio
$1.8M -$22.8K -75 -1%
SL
3035
Sentry LLC
Tennessee
$1.79M
OE
3036
OFS Enterprise
Nebraska
$1.79M +$1.85M +6,091 New
SFM
3037
Systematic Financial Management
New Jersey
$1.79M
ECM
3038
Ethos Capital Management
Pennsylvania
$1.78M +$272K +895 +17%
OW
3039
Olistico Wealth
Oklahoma
$1.78M +$55.5K +183 +3%
RCM
3040
Requisite Capital Management
Texas
$1.78M -$124K -407 -6%
BRG
3041
Bay Rivers Group
Virginia
$1.78M -$910 -3 -0%
OFW
3042
Omnia Family Wealth
Florida
$1.78M -$383K -1,262 -17%
BCM
3043
Birmingham Capital Management
Alabama
$1.77M
NFC
3044
Northstar Financial Companies
Pennsylvania
$1.77M +$391K +1,287 +27%
CWA
3045
CM Wealth Advisors
Ohio
$1.77M +$31.3K +103 +2%
ML
3046
McAdam LLC
Pennsylvania
$1.77M +$96.5K +318 +6%
BFWA
3047
Benchmark Financial Wealth Advisors
Florida
$1.77M +$126K +415 +7%
ATI
3048
ARK & TLK Investments
Oklahoma
$1.77M
HA
3049
Hofer & Associates
California
$1.76M +$76.5K +252 +4%
DI
3050
Diligent Investors
California
$1.76M -$5.16K -17 -0.3%

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.