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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
DCA
3101
DB&C Advisors
Michigan
$1.67M +$901K +2,969 +109%
MAG
3102
MRA Advisory Group
New Jersey
$1.67M +$43.4K +143 +3%
CICI
3103
Capital Investment Counsel Inc
North Carolina
$1.67M -$12.1K -40 -0.7%
LFS
3104
Legacy Financial Strategies
Kansas
$1.67M -$4.86K -16 -0.3%
RCM
3105
RMR Capital Management
California
$1.67M
E
3106
Evansbrook
Illinois
$1.66M +$52.8K +174 +3%
DT
3107
DV Trading
Illinois
$1.66M +$1.63M +5,376 +1,920%
FCM
3108
Fell Capital Management
California
$1.66M -$45.5K -150 -3%
5NPW
3109
55 North Private Wealth
Florida
$1.66M -$40.4K -133 -2%
BWA
3110
Brave Warrior Advisors
New York
$1.66M
WA
3111
WealthTrust Axiom
Pennsylvania
$1.66M -$24.3K -80 -1%
ES
3112
Eagle Strategies
New York
$1.66M +$45.2K +149 +3%
AWA
3113
Ark Wealth Advisors
California
$1.65M +$99.8K +329 +6%
GITFIT
3114
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$1.65M +$33.4K +110 +2%
CC
3115
Corsicana & Co
Texas
$1.64M +$57.7K +190 +3%
BSG
3116
Black Swift Group
Colorado
$1.64M -$3.51M -11,550 -67%
AIM
3117
Axiom Investment Management
New York
$1.64M +$1.69M +5,580 New
KIG
3118
Kennedy Investment Group
New Jersey
$1.64M +$100K +330 +6%
YIM
3119
Yoffe Investment Management
Pennsylvania
$1.64M +$1.21K +4 +0.1%
BF
3120
Baring Financial
Washington
$1.64M -$303 -1 -0%
SMWM
3121
Silvia McColl Wealth Management
California
$1.64M -$9.11K -30 -0.5%
AWA
3122
Amplius Wealth Advisors
Pennsylvania
$1.64M -$13.7K -45 -0.8%
MCM
3123
McDonough Capital Management
Florida
$1.63M +$168K +554 +11%
CCA
3124
Cravens & Co Advisors
Tennessee
$1.63M +$35.5K +117 +2%
NCTC
3125
New Covenant Trust Company
Indiana
$1.63M +$107K +351 +7%

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.