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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
GOCP
3226
Great Oak Capital Partners
Massachusetts
$1.45M +$6.68K +22 +0.5%
PAA
3227
Peregrine Asset Advisers
Oregon
$1.45M +$31.9K +105 +2%
SFI
3228
Susquehanna Fundamental Investments
Pennsylvania
$1.45M +$1.49M +4,920 New
BW
3229
Blalock Williams
Alabama
$1.44M -$5.77K -19 -0.4%
ACM
3230
AUA Capital Management
Pennsylvania
$1.44M
SWM
3231
Shelton Wealth Management
Texas
$1.44M -$107K -353 -7%
B
3232
Barings
North Carolina
$1.44M -$1.13M -3,736 -43%
BCM
3233
BluePath Capital Management
Georgia
$1.44M +$67.7K +223 +5%
BP
3234
BWM Planning
Texas
$1.44M -$29.4K -97 -2%
SWGC
3235
Summit Wealth Group (Colorado)
Colorado
$1.44M +$551K +1,815 +59%
EIA
3236
Eldridge Investment Advisors
New Hampshire
$1.43M -$51.6K -170 -3%
HFA
3237
Highland Financial Advisors
New Jersey
$1.43M +$64K +211 +5%
MG
3238
McHugh Group
Ohio
$1.43M -$32.2K -106 -2%
BWM
3239
Braeburn Wealth Management
Michigan
$1.43M -$238K -783 -14%
PPW
3240
Pasadena Private Wealth
California
$1.43M +$37.6K +124 +3%
BWM
3241
Brown Wealth Management
Illinois
$1.43M +$498K +1,641 +51%
HIG
3242
Heritage Investment Group
Florida
$1.43M -$29.4K -97 -2%
SL
3243
Salomon & Ludwin
Virginia
$1.43M -$136K -447 -8%
PC
3244
PhiloSmith Capital
Connecticut
$1.43M
GAA
3245
Guardian Asset Advisors
Pennsylvania
$1.42M -$143K -470 -9%
GRWP
3246
Green Ridge Wealth Planning
New Jersey
$1.42M +$104K +342 +8%
MC
3247
Matisse Capital
Oregon
$1.42M -$31.6K -104 -2%
DCM
3248
Dorato Capital Management
Colorado
$1.42M -$9.71K -32 -0.7%
SOW
3249
State of Wyoming
Wyoming
$1.42M -$607 -2 -0%
Fiera Capital (Canada)
3250
Fiera Capital (Canada)
Quebec, Canada
$1.42M -$219K -720 -13%

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.