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JPMorgan Chase

5,061 hedge funds and large institutions have $573B invested in JPMorgan Chase in 2026 Q1 according to their latest regulatory filings, with 206 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: 206 | 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%72.28% (-1%)

1% less funds holding

Funds holding: 5,1255,061 (-64)

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
5,061
Holders Change
-64
Holders Change %
-1.25%
% of All Funds
62.15%
Holding in Top 10
795
Holding in Top 10 Change
-143
Holding in Top 10 Change %
-15.25%
% of All Funds
9.76%
New
206
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
PCP
3351
Proficio Capital Partners
Massachusetts
$1.27M +$7.59K +25 +0.6%
TSS
3352
Thomas Story & Son
Indiana
$1.27M -$3.34K -11 -0.3%
CF
3353
Cyr Financial
Illinois
$1.27M +$107K +354 +9%
CIA
3354
Cape Investment Advisory
Georgia
$1.27M +$123K +405 +10%
IAG
3355
Ipsen Advisor Group
Arkansas
$1.27M +$14.3K +47 +1%
CCA
3356
Clearwater Capital Advisors
Illinois
$1.27M +$18.5K +61 +1%
EFG
3357
Elevated Financial Group
Indiana
$1.27M +$48K +158 +4%
CHA
3358
Cooper/Haims Advisors
New York
$1.27M +$285K +938 +28%
EC
3359
EdgeRock Capital
Colorado
$1.27M -$50.7K -167 -4%
LWM
3360
LeConte Wealth Management
Tennessee
$1.27M -$26.7K -88 -2%
MHI
3361
Miller Howard Investments
New York
$1.27M -$883K -2,911 -40%
WMWM
3362
Whitaker-Myers Wealth Managers
Ohio
$1.27M -$26.4K -87 -2%
OWA
3363
Outlook Wealth Advisors
Texas
$1.27M +$58K +191 +5%
HWM
3364
Hassell Wealth Management
Louisiana
$1.27M +$303 +1 +0%
LAM
3365
LECAP Asset Management
United Kingdom
$1.27M +$1.31M +4,302 New
WFI
3366
West Family Investments
California
$1.27M -$2.64M -8,697 -67%
OC
3367
Opal Capital
Florida
$1.26M -$137K -450 -9%
GG
3368
GenWealth Group
New Jersey
$1.26M +$3.04K +10 +0.2%
DP
3369
DDD Partners
Washington
$1.26M +$513K +1,689 +65%
TWM
3370
Tripletail Wealth Management
Florida
$1.26M -$17K -56 -1%
WCM
3371
Washburn Capital Management
Florida
$1.26M +$295K +971 +29%
MAM
3372
Mainsail Asset Management
Alabama
$1.25M +$612K +2,016 +90%
TCOO
3373
Trust Company of Oklahoma
Oklahoma
$1.25M +$208K +685 +19%
NVIM
3374
New Vernon Investment Management
Illinois
$1.25M
LK
3375
Lumbard & Kellner
New Hampshire
$1.25M

JPM Hedge Fund Activity: Q1 2026 in Review

5,061 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: 206 funds opened new JPM positions and 177 closed out — a net gain of 29 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.

  • 5,061 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.
  • 206 funds opened new JPMorgan Chase positions in Q1 2026 and 177 closed out, a net change of +29 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.