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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
CFC
3476
Coyle Financial Counsel
Illinois
$1.15M +$33.7K +111 +3%
MBC
3477
Michael Brady & Co
Ohio
$1.14M -$18.2K -60 -2%
CSI
3478
Clark & Stuart Inc
Maine
$1.14M -$607 -2 -0.1%
CIA
3479
Compass Ion Advisors
Pennsylvania
$1.14M +$52.8K +174 +5%
GCM
3480
Gibraltar Capital Management
Oklahoma
$1.14M -$212K -700 -15%
LCM
3481
LCM Capital Management
Illinois
$1.14M +$17.6K +58 +2%
KW
3482
Keyvantage Wealth
Pennsylvania
$1.14M -$65.6K -216 -5%
MMCM
3483
Murphy & Mullick Capital Management
New York
$1.14M +$121K +400 +12%
MIM
3484
Merrion Investment Management
New Jersey
$1.14M
RGC
3485
Roberts, Glore & Co
Illinois
$1.14M -$6.37K -21 -0.5%
HAS
3486
Holland Advisory Services
Florida
$1.14M +$79.8K +263 +7%
WA1
3487
Wimmer Associates 1
California
$1.14M -$17.9K -59 -2%
PWM
3488
Peck Wealth Management
New York
$1.13M -$60.7K -200 -5%
AFW
3489
Avantra Family Wealth
Pennsylvania
$1.13M -$31.9K -105 -3%
HPM
3490
Hoxton Planning & Management
West Virginia
$1.13M -$30K -99 -3%
PWP
3491
Prasad Wealth Partners
Ohio
$1.13M +$28.8K +95 +3%
SFGM
3492
Stonebridge Financial Group (Missouri)
Missouri
$1.13M +$8.5K +28 +0.7%
SWM
3493
Shepherd Wealth Management
Ohio
$1.12M -$527K -1,735 -32%
ACM
3494
Advance Capital Management
Michigan
$1.12M -$32.2K -106 -3%
WWM
3495
Walser Wealth Management
Florida
$1.12M +$127K +417 +12%
HHCP
3496
Hilton Head Capital Partners
South Carolina
$1.12M +$1.52K +5 +0.1%
TMC
3497
Themes Management Co
Connecticut
$1.12M +$107K +351 +10%
ACA
3498
Affinity Capital Advisors
California
$1.12M -$93.8K -309 -7%
HG
3499
Harbor Group
New Hampshire
$1.12M +$5.46K +18 +0.5%
SC
3500
Summa Corp
Texas
$1.12M

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.