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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
62.13%
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
1W
3551
1776 Wealth
Georgia
$1.05M +$607 +2 +0.1%
HIM
3552
Hanlon Investment Management
New Jersey
$1.05M -$127K -417 -10%
GC
3553
Granville Capital
North Carolina
$1.05M -$78K -257 -7%
TCM
3554
Tributary Capital Management
Nebraska
$1.05M -$30.3K -100 -3%
TFG
3555
Tilson Financial Group
New Jersey
$1.05M +$910 +3 +0.1%
AZ
3556
Alpha Zero
Florida
$1.05M +$3.64K +12 +0.3%
OCWP
3557
Owl Creek Wealth Partners
Colorado
$1.05M +$1.08M +3,560 New
PWP
3558
Parkwoods Wealth Partners
New York
$1.05M +$125K +411 +13%
IGGA
3559
Iron Gate Global Advisors
Utah
$1.05M +$395K +1,303 +58%
WAOI
3560
Wealth Advisors of Iowa
Iowa
$1.04M +$15.2K +50 +1%
AT
3561
Arlington Trust
Alabama
$1.04M +$211K +694 +24%
CSWG
3562
Cardinal Strategic Wealth Guidance
Kentucky
$1.04M -$13.7K -45 -1%
SCP
3563
Sivia Capital Partners
California
$1.04M -$1.04M -3,428 -49%
WCM
3564
Washington Capital Management
Washington
$1.04M
KPWG
3565
KFA Private Wealth Group
Virginia
$1.04M -$8.5K -28 -0.8%
PA
3566
Persium Advisors
Georgia
$1.04M +$13.7K +45 +1%
PC
3567
Port Capital
Illinois
$1.04M -$27.6K -91 -3%
SCA
3568
Strathmore Capital Advisors
North Carolina
$1.04M +$19.1K +63 +2%
Fuller & Thaler Asset Management
3569
Fuller & Thaler Asset Management
California
$1.04M
IP
3570
Isthmus Partners
Wisconsin
$1.03M +$48.6K +160 +5%
GW
3571
Griffith & Werner
Georgia
$1.03M +$1.21K +4 +0.1%
HPC
3572
Hobart Private Capital
North Carolina
$1.03M +$39.8K +131 +4%
C1AG
3573
Client 1st Advisory Group
Florida
$1.03M +$87.1K +287 +9%
HNWA
3574
Henrickson Nauta Wealth Advisors
Michigan
$1.03M -$668K -2,200 -39%
PP
3575
Postrock Partners
Oregon
$1.03M

JPM Hedge Fund Activity: Q1 2026 in Review

5,062 of the 8,147 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.