We are live on ! Find out more
JPM icon

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
PCM
3651
Praxis Capital Management
Illinois
$960K +$4.55K +15 +0.5%
CA
3652
Clune & Associates
Illinois
$960K
CMAI
3653
Capital Management Associates Inc
Minnesota
$959K +$172K +567 +21%
WFP
3654
Worthington Financial Partners
Ohio
$958K +$303K +1,000 +44%
PWS
3655
Pursuit Wealth Strategies
North Carolina
$957K +$23.1K +76 +2%
PWM
3656
Partners Wealth Management
California
$955K -$303 -1 -0%
IIM
3657
Illumine Investment Management
Washington
$953K
EWP
3658
Elevation Wealth Partners
California
$950K +$15.2K +50 +2%
MAMU
3659
Myriad Asset Management US
Florida
$949K -$107K -352 -10%
ADBIC
3660
A.D. Beadell Investment Counsel
Wisconsin
$947K
WAM
3661
Wallington Asset Management
Indiana
$947K -$557K -1,835 -36%
SM
3662
Salzhauer Michael
$946K
NWM
3663
Nova Wealth Management
Florida
$945K +$20.6K +68 +2%
NPPM
3664
North Point Portfolio Managers
Ohio
$945K +$44.3K +146 +5%
WFM
3665
Wolff Financial Management
Michigan
$944K
WFA
3666
WestHill Financial Advisors
California
$942K -$1.52K -5 -0.2%
FCM
3667
Fortis Capital Management
Washington
$942K +$58.9K +194 +6%
IA
3668
Invested Advisors
Pennsylvania
$941K +$5.16K +17 +0.5%
WFC
3669
Western Financial Corp
California
$940K +$215K +708 +28%
VFP
3670
Verus Financial Partners
Virginia
$940K +$34K +112 +4%
LWM
3671
Lionshead Wealth Management
New York
$939K -$11.5K -38 -1%
LC
3672
Lawood & Co
Pennsylvania
$939K -$62.8K -207 -6%
THL
3673
Tillman Hartley LLC
Colorado
$937K -$203K -670 -17%
AG
3674
AmeriFlex Group
Nevada
$937K -$89.5K -295 -8%
OAM
3675
Oberweis Asset Management
Illinois
$936K +$40.1K +132 +4%

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.