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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
ECM
3151
Elgethun Capital Management
South Dakota
$1.57M +$303 +1 +0%
SIC
3152
Sage Investment Counsel
Tennessee
$1.57M -$30.3K -100 -2%
JCM
3153
Jacobsen Capital Management
Utah
$1.57M
APW
3154
Aventura Private Wealth
Florida
$1.57M +$40.4K +133 +3%
TF
3155
Trek Financial
Arizona
$1.57M +$31.3K +103 +2%
FDDB
3156
Fidelity D&D Bancorp
Pennsylvania
$1.56M -$34.9K -115 -2%
UIM
3157
Unified Investment Management
Georgia
$1.56M -$85.6K -282 -5%
NWA
3158
New World Advisors
Massachusetts
$1.56M -$105K -345 -6%
LWM
3159
Lionsbridge Wealth Management
Florida
$1.56M +$32.8K +108 +2%
CAM
3160
Councilmark Asset Management
Tennessee
$1.56M
CA
3161
COFG Advisors
Illinois
$1.56M +$15.2K +50 +1%
UWP
3162
Uniting Wealth Partners
Kansas
$1.55M +$29.7K +98 +2%
OLA
3163
Oliver Luxxe Assets
New Jersey
$1.55M -$38.2K -126 -2%
MEAC
3164
M.E. Allison & Co
Texas
$1.55M -$105K -347 -6%
BLC
3165
Blue Line Capital
Illinois
$1.55M +$161K +531 +11%
OFO
3166
OneAscent Family Office
Alabama
$1.55M +$376K +1,238 +31%
PWAC
3167
Private Wealth Advisors (California)
California
$1.54M -$3.34K -11 -0.2%
RRA
3168
Round Rock Advisors
Connecticut
$1.54M +$45.2K +149 +3%
CG
3169
Cynosure Group
Utah
$1.54M -$440K -1,449 -22%
AR
3170
Advisory Research
Illinois
$1.54M -$105K -346 -6%
NED
3171
Nancy E. Dempze
$1.54M
TFIPS
3172
Towarzystwo Funduszy Inwestycyjnych PZU SA
$1.53M +$162K +534 +11%
VAMG
3173
Voisard Asset Management Group
Michigan
$1.53M +$47.3K +156 +3%
SWM
3174
Sandro Wealth Management
New Jersey
$1.53M +$157K +516 +11%
GC
3175
GatePass Capital
Ohio
$1.53M +$246K +809 +18%

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.