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JPMorgan Chase

5,065 hedge funds and large institutions have $573B invested in JPMorgan Chase in 2026 Q1 according to their latest regulatory filings, with 207 funds opening new positions, 2,118 increasing their positions, 2,277 reducing their positions, and 177 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 207 | Existing positions closed: 177

7% less repeat investments, than reductions

Existing positions increased: 2,118 | Existing positions reduced: 2,277

1.05% less ownership

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

1% less funds holding

Funds holding: 5,1275,065 (-62)

11% less capital invested

Capital invested by funds: $640B → $573B (-$67.2B)

15% less funds holding in top 10

Funds holding in top 10: 938796 (-142)

25% less call options, than puts

Call options by funds: $8.1B | Put options by funds: $10.8B

Holders
5,065
Holders Change
-62
Holders Change %
-1.21%
% of All Funds
62.15%
Holding in Top 10
796
Holding in Top 10 Change
-142
Holding in Top 10 Change %
-15.14%
% of All Funds
9.77%
New
207
Increased
2,118
Reduced
2,277
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
MWM
3601
Maltin Wealth Management
New Jersey
$1M -$31K -102 -3%
SGCM
3602
Sanchez Gaunt Capital Management
Nevada
$1M +$1.03M +3,408 New
FFO
3603
Fortitude Family Office
Arizona
$1M -$1.79M -5,905 -63%
ACC
3604
Acorn Creek Capital
Colorado
$1M +$5.77K +19 +0.6%
ONSWM
3605
Old North State Wealth Management
North Carolina
$1M -$12.4K -41 -1%
BI
3606
Beckerman Institutional
New Jersey
$1M
SP
3607
Symmetry Partners
Connecticut
$998K +$154K +507 +18%
TWM
3608
TCFG Wealth Management
California
$998K +$16.4K +54 +2%
TIA
3609
TCFG Investment Advisors
California
$998K +$1.03M +3,393 New
GWM
3610
Greenline Wealth Management
Florida
$998K +$242K +799 +31%
FGWP
3611
Founders Grove Wealth Partners
Virginia
$995K +$13.4K +44 +1%
MWM
3612
Mascoma Wealth Management
New Hampshire
$992K -$62.8K -207 -6%
TCM
3613
TruNorth Capital Management
Michigan
$992K -$5.46K -18 -0.5%
TI
3614
Truepoint Inc
Ohio
$990K -$6.07K -20 -0.6%
FA
3615
FSA Advisors
Michigan
$990K -$14.6M -47,968 -93%
GC
3616
Guidance Capital
Kentucky
$990K +$179K +589 +23%
PCM
3617
Permanent Capital Management
Illinois
$989K -$51.3K -169 -5%
MAM
3618
Mullooly Asset Management
New Jersey
$988K +$3.64K +12 +0.4%
BTC
3619
Bank & Trust Company
Illinois
$987K
GWM
3620
Glass Wealth Management
Texas
$987K +$607 +2 +0.1%
NWMG
3621
National Wealth Management Group
Ohio
$986K -$11.8K -39 -1%
JF
3622
Joule Financial
Kentucky
$985K -$66.5K -219 -6%
BW
3623
Bravera Wealth
North Dakota
$982K +$42.2K +139 +4%
RW
3624
Rede Wealth
Virginia
$982K
RA
3625
Riversedge Advisors
Delaware
$982K -$135K -446 -12%

JPM Hedge Fund Activity: Q1 2026 in Review

5,065 of the 8,150 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: 207 funds opened new JPM positions and 177 closed out — a net gain of 30 holders — while 2,118 added to existing stakes and 2,277 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.

  • 5,065 institutional investors held JPMorgan Chase (JPM) as of Q1 2026, down from 5,127 in Q4 2025.
  • Funds reported $573B of JPMorgan Chase stock for Q1 2026, down 11% quarter-over-quarter.
  • 207 funds opened new JPMorgan Chase positions in Q1 2026 and 177 closed out, a net change of +30 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.