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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
GA
3301
GSG Advisors
New Jersey
$1.34M +$94.1K +310 +7%
HCM
3302
Hutchinson Capital Management
California
$1.34M -$91K -300 -6%
CAM
3303
Campion Asset Management
Virginia
$1.34M -$14.6K -48 -1%
Skandinaviska Enskilda Banken (SEB)
3304
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.34M -$215M -708,829 -99%
WG
3305
Wealth Group
North Carolina
$1.34M +$100K +331 +8%
LCG
3306
Lakeshore Capital Group
Illinois
$1.34M +$15.2K +50 +1%
SVCP
3307
Silicon Valley Capital Partners
California
$1.33M -$1.93M -6,359 -58%
SPWG
3308
Sage Private Wealth Group
Illinois
$1.33M +$109K +359 +9%
SC
3309
Sykon Capital
New York
$1.33M -$910 -3 -0.1%
PJWM
3310
Philip James Wealth Mangement
Georgia
$1.33M -$233K -767 -15%
CFAM
3311
Center For Asset Management
Florida
$1.32M +$22.8K +75 +2%
SAM
3312
S.A. Mason
Michigan
$1.32M +$75.9K +250 +6%
PPA
3313
Pacific Point Advisors
California
$1.32M +$44.6K +147 +3%
T
3314
TrustBank
Illinois
$1.32M +$381K +1,255 +39%
CNBOF
3315
City National Bank of Florida
Florida
$1.31M +$156K +513 +13%
PA
3316
PSI Advisors
Florida
$1.31M +$146K +480 +12%
MFG
3317
Mainsail Financial Group
Washington
$1.31M -$31.6K -104 -2%
ECA
3318
Elevated Capital Advisors
Utah
$1.31M -$864K -2,847 -39%
SEP
3319
Signature Equity Partners
Ohio
$1.31M -$106K -350 -7%
TA
3320
TPG Advisors
Illinois
$1.31M +$910 +3 +0.1%
VC
3321
Veracity Capital
Georgia
$1.3M -$791K -2,606 -37%
SOAM
3322
SBI Okasan Asset Management
Japan
$1.3M
LMFP
3323
Larry Mathis Financial Planning
Arizona
$1.3M -$28.8K -95 -2%
FWA
3324
FORM Wealth Advisors
Wisconsin
$1.3M -$79.2K -261 -6%
HC
3325
Hara Capital
Washington
$1.3M -$12.1K -40 -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.