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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
GSAM
3126
Grant Street Asset Management
Pennsylvania
$1.63M -$75.9K -250 -4%
FC
3127
Financial Council
Maryland
$1.63M -$9.41K -31 -0.6%
CWG
3128
Crown Wealth Group
North Carolina
$1.62M +$44K +145 +3%
RFS
3129
Richardson Financial Services
Massachusetts
$1.62M +$54K +178 +3%
ONST
3130
Old North State Trust
North Carolina
$1.61M -$26.4K -87 -2%
MWM
3131
MinichMacGregor Wealth Management
New York
$1.61M -$307K -1,010 -16%
RCM
3132
Raleigh Capital Management
North Carolina
$1.61M -$265K -872 -14%
EAN
3133
Excelsior Advisor Network
Colorado
$1.61M +$41.3K +136 +3%
PFT
3134
Providence First Trust
Arizona
$1.61M -$460K -1,515 -22%
WMWM
3135
Wilkins Miller Wealth Management
Alabama
$1.6M -$49.2K -162 -3%
PWM
3136
Proathlete Wealth Management
Florida
$1.6M -$8.8K -29 -0.5%
GSIAS
3137
Garden State Investment Advisory Services
New Jersey
$1.6M +$62.2K +205 +4%
FFM
3138
Fullerton Fund Management
Singapore
$1.6M -$95.6M -315,141 -98%
APW
3139
Aurora Private Wealth
New Jersey
$1.59M
PGA
3140
Portland Global Advisors
Maine
$1.59M +$76.5K +252 +5%
GTWM
3141
Global Trust Wealth Management
Florida
$1.59M -$152K -502 -9%
SSC
3142
Syverson Strege & Co
Iowa
$1.58M -$7.28K -24 -0.4%
CWP
3143
Curated Wealth Partners
California
$1.58M -$276K -909 -14%
LAI
3144
Legal Advantage Investments
California
$1.58M
WC
3145
Westhampton Capital
North Carolina
$1.58M +$42.5K +140 +3%
TC
3146
Truvestments Capital
Florida
$1.58M +$30.7K +101 +2%
BF
3147
Brucke Financial
Indiana
$1.58M -$94.7K -312 -5%
SCA
3148
Sander Capital Advisors
Washington
$1.58M -$85K -280 -5%
HWM
3149
Horizon Wealth Management
Illinois
$1.58M +$4.86K +16 +0.3%
CG
3150
Clifford Group
Massachusetts
$1.58M +$14K +46 +0.9%

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.