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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
EIP
3501
Essential Investment Partners
Colorado
$1.12M +$544K +1,792 +89%
FFL
3502
Future Fund LLC
Illinois
$1.12M -$296K -976 -20%
HCA
3503
Heck Capital Advisors
Wisconsin
$1.12M -$439K -1,445 -28%
APM
3504
a16z Perennial Management
California
$1.11M
WG
3505
Wellington Group
Indiana
$1.11M +$314K +1,035 +38%
GP
3506
GLR Partners
Maryland
$1.11M +$1.15M +3,773 New
AWM
3507
Abound Wealth Management
Tennessee
$1.11M +$34.3K +113 +3%
LAM
3508
Lewis Asset Management
California
$1.11M +$18.5K +61 +2%
DM
3509
Delphi Management
Massachusetts
$1.11M -$330K -1,086 -22%
KA
3510
KDT Advisors
New York
$1.1M
FEM
3511
Fulcrum Equity Management
Texas
$1.1M +$21.9K +72 +2%
NFG
3512
Northbridge Financial Group
Florida
$1.1M -$7.28K -24 -0.7%
FCT
3513
First Community Trust
Iowa
$1.1M +$80.7K +266 +8%
MAG
3514
Mayfair Advisory Group
Alabama
$1.1M +$41.9K +138 +4%
DBRC
3515
D.B. Root & Company
Pennsylvania
$1.1M -$73.4K -242 -6%
BWA
3516
BlueSky Wealth Advisors
North Carolina
$1.1M +$95K +313 +9%
SWP
3517
Semus Wealth Partners
Florida
$1.1M +$28.8K +95 +3%
PL
3518
PeakShares LLC
Florida
$1.09M +$139K +457 +14%
WCP
3519
Wealthcare Capital Partners
Pennsylvania
$1.09M +$25.5K +84 +2%
SPI
3520
Santori & Peters Inc
Pennsylvania
$1.09M +$2.73K +9 +0.2%
NF
3521
Napier Financial
Massachusetts
$1.09M +$1.13M +3,710 New
TWM
3522
Tanager Wealth Management
United Kingdom
$1.09M -$53.1K -175 -5%
VBA
3523
von Borstel & Associates
Oregon
$1.09M +$12.1K +40 +1%
WJA
3524
Willis Johnson & Associates
Texas
$1.09M -$18.2K -60 -2%
WFAG
3525
Wescott Financial Advisory Group
Pennsylvania
$1.09M +$154K +506 +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.