We are live on ! Find out more
JPM icon

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
SPL
3276
Smart Portfolios LLC
Washington
$1.39M +$24.3K +80 +2%
WF
3277
Womack Financial
Texas
$1.39M -$30K -99 -2%
AAG
3278
Armstrong Advisory Group
Massachusetts
$1.39M -$69.5K -229 -5%
PA
3279
PFW Advisors
Georgia
$1.39M
UFA
3280
Unify Financial Advisors
Florida
$1.39M +$14.9K +49 +1%
MAM
3281
Morse Asset Management
Connecticut
$1.38M +$35.2K +116 +3%
MAM
3282
McLaughlin Asset Management
Illinois
$1.38M -$29.1K -96 -2%
CA
3283
Centerpoint Advisors
Massachusetts
$1.38M -$168K -552 -11%
WP
3284
WealthSpring Partners
California
$1.38M +$324K +1,066 +29%
SWM
3285
Silverlake Wealth Management
Vermont
$1.38M -$7.89K -26 -0.6%
LRIA
3286
Leonard Rickey Investment Advisors
Washington
$1.38M -$45.5K -150 -3%
GSF
3287
Grove Street Fiduciary
New Hampshire
$1.37M
DPI
3288
Diversified Portfolios Inc
Michigan
$1.37M -$66.5K -219 -4%
TIM
3289
Tevis Investment Management
Texas
$1.37M +$129K +425 +10%
SC
3290
Sierra Capital
Florida
$1.36M +$661K +2,178 +89%
EAM
3291
Evanson Asset Management
California
$1.36M -$23.1K -76 -2%
CFA
3292
CWS Financial Advisors
Michigan
$1.36M +$5.46K +18 +0.4%
I2I
3293
Insight 2811 Inc
Illinois
$1.36M +$229K +755 +20%
TC
3294
TAGStone Capital
North Carolina
$1.36M +$471K +1,551 +51%
OPF
3295
Old Peak Finance
North Carolina
$1.35M -$35.5K -117 -2%
NPFS
3296
Novak & Powell Financial Services
Florida
$1.35M -$16.7K -55 -1%
EA
3297
Enclave Advisors
Texas
$1.35M +$24.9K +82 +2%
PCM
3298
Park Capital Management
Wisconsin
$1.34M -$74.7K -246 -5%
WAM
3299
WNY Asset Management
New York
$1.34M +$1.39M +4,570 New
AAIM
3300
Asset Advisors Investment Management
Georgia
$1.34M -$944K -3,111 -41%

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.