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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
ACA
3401
Arsenal Capital Advisors
Pennsylvania
$1.22M -$11.5K -38 -0.9%
FDW
3402
Fourth Dimension Wealth
Ohio
$1.22M -$10.6K -35 -0.8%
WF
3403
Whelan Financial
California
$1.21M +$6.07K +20 +0.5%
GAM
3404
Gemmer Asset Management
California
$1.21M -$18.8K -62 -1%
HWP
3405
Hibernia Wealth Partners
Louisiana
$1.21M +$99.8K +329 +9%
CSF
3406
Capital Squared Financial
Maryland
$1.21M +$150K +493 +14%
IAP
3407
Indie Asset Partners
Indiana
$1.21M +$41.3K +136 +3%
DSAM
3408
Dock Street Asset Management
Florida
$1.21M +$65.9K +217 +6%
FC
3409
Financial Consulate
Maryland
$1.2M +$20.3K +67 +2%
GF
3410
GGM Financials
Ohio
$1.2M -$30.7K -101 -2%
EA
3411
Emerald Advisors
Washington
$1.2M +$22.2K +73 +2%
PCM
3412
Poehling Capital Management
Wisconsin
$1.2M -$49.2K -162 -4%
RHDIC
3413
R.H. Dinel Investment Counsel
California
$1.2M
PCI
3414
Planning Center Inc
Illinois
$1.2M +$124K +408 +11%
BSTWA
3415
Blake Schutter Theil Wealth Advisors
Ohio
$1.2M +$28.8K +95 +2%
PIS
3416
POM Investment Strategies
North Carolina
$1.2M +$1.21M +3,992 +4,158%
RIS
3417
Retirement Income Solutions
Michigan
$1.2M +$30K +99 +2%
MSWMA
3418
Market Street Wealth Management Advisors
Indiana
$1.2M +$48.9K +161 +4%
CC
3419
Cultivar Capital
Texas
$1.2M
IAG
3420
Investment Advisory Group
Massachusetts
$1.2M +$7.28K +24 +0.6%
DCM
3421
Davidson Capital Management
Texas
$1.19M -$2.36M -7,760 -66%
CCM
3422
Charter Capital Management
Wisconsin
$1.19M +$198K +654 +19%
ABLA
3423
Alan B. Lancz & Associates
Ohio
$1.19M -$109K -358 -8%
TIM
3424
Total Investment Management
Arizona
$1.19M +$37K +122 +3%
SC
3425
Steph & Co
Wisconsin
$1.18M +$910 +3 +0.1%

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.