We are live on ! Find out more
JPM icon

JPMorgan Chase

5,062 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, 2,118 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: 2,118 | Existing positions reduced: 2,275

1.05% less ownership

Funds ownership: 73.33%72.28% (-1%)

1% less funds holding

Funds holding: 5,1265,062 (-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
5,062
Holders Change
-64
Holders Change %
-1.25%
% 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
206
Increased
2,118
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
TA
3451
TrueWealth Advisors
Alabama
$1.17M -$14.6K -48 -1%
NIA
3452
NBZ Investment Advisors
Tennessee
$1.17M
CIM
3453
Caldwell Investment Management
Ontario, Canada
$1.16M -$2.61M -8,600 -68%
JDLA
3454
J. Derek Lewis & Associates
California
$1.16M +$117K +386 +11%
PA
3455
Probity Advisors
Texas
$1.16M -$34.9K -115 -3%
SI
3456
Stonekeep Investments
New Mexico
$1.16M +$104K +343 +9%
TAR
3457
Trask Adam Roland
$1.16M +$1.2M +3,955 New
NFSG
3458
Newbridge Financial Services Group
Florida
$1.16M -$1.5M -4,930 -55%
WIM
3459
Warwick Investment Management
Texas
$1.16M -$7.89K -26 -0.7%
PSCM
3460
Per Stirling Capital Management
Texas
$1.16M +$56.1K +185 +5%
CWA
3461
Consilio Wealth Advisors
Washington
$1.16M -$13.4K -44 -1%
FF
3462
Francis Financial
$1.16M +$10.6K +35 +0.9%
RTC
3463
Riverview Trust Company
Washington
$1.16M
SDAM
3464
Shulman DeMeo Asset Management
New York
$1.16M -$4.86K -16 -0.4%
LRIC
3465
Long Road Investment Counsel
Michigan
$1.16M
CastleKeep Investment Advisors
3466
CastleKeep Investment Advisors
Connecticut
$1.16M +$188K +621 +19%
FWP
3467
Fiduciary Wealth Partners
Massachusetts
$1.15M +$52.2K +172 +5%
ACM
3468
Ardent Capital Management
Ohio
$1.15M -$23.4K -77 -2%
SCM
3469
SKBA Capital Management
California
$1.15M
MCM
3470
Magnolia Capital Management
New York
$1.15M
AWS
3471
Arkfeld Wealth Strategies
Nebraska
$1.15M +$3.94K +13 +0.3%
NC
3472
North Capital
Utah
$1.15M
BAM
3473
Bosun Asset Management
Illinois
$1.15M
PCP
3474
Pacific Capital Partners
$1.15M +$1.18M +3,900 New
SI
3475
Severin Investments
Missouri
$1.15M -$230K -757 -16%

JPM Hedge Fund Activity: Q1 2026 in Review

5,062 of the 8,146 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 2,118 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.

  • 5,062 institutional investors held JPMorgan Chase (JPM) as of Q1 2026, down from 5,126 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.