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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
VPP
3701
Vertex Planning Partners
Illinois
$913K +$38.5K +127 +4%
PIM
3702
Pullen Investment Management
Florida
$913K -$2.73K -9 -0.3%
Cohen & Steers
3703
Cohen & Steers
New York
$912K
FEG
3704
Financial Enhancement Group
Indiana
$912K +$20.6K +68 +2%
MWM
3705
Mindset Wealth Management
Indiana
$911K +$62.2K +205 +7%
AWA
3706
Arbor Wealth Advisors
Michigan
$911K -$2.73K -9 -0.3%
CPW
3707
Cogent Private Wealth
Florida
$910K +$124K +408 +15%
KAM
3708
Knightsbridge Asset Management
California
$910K -$43.4K -143 -4%
ACM
3709
Absolute Capital Management
Pennsylvania
$908K +$5.77K +19 +0.6%
GFG
3710
Genesis Financial Group
New Jersey
$905K -$26.7K -88 -3%
KCIC
3711
Kuhn & Co Investment Counsel
Illinois
$905K +$41.6K +137 +5%
FFWM
3712
Future Financial Wealth Management
Ohio
$904K
RMC
3713
Ring Mountain Capital
California
$904K -$1.82K -6 -0.2%
ANBOT
3714
American National Bank of Texas
Texas
$901K +$607 +2 +0.1%
WSWA
3715
Warren Street Wealth Advisors
California
$900K +$6.98K +23 +0.8%
GMFG
3716
Greater Midwest Financial Group
Minnesota
$898K -$2.49M -8,199 -73%
EFG
3717
Ehrlich Financial Group
California
$897K -$16.1K -53 -2%
LFA
3718
Laraway Financial Advisors
Minnesota
$896K -$83.5K -275 -8%
EWM
3719
Elevation Wealth Management
Minnesota
$896K +$204K +672 +28%
WSFG
3720
Wall Street Financial Group
Illinois
$895K +$105K +347 +13%
LHP
3721
Lexington Hill Partners
Texas
$894K +$104K +343 +13%
MJRIC
3722
Mogy Joel R Investment Counsel
California
$894K -$22.8K -75 -2%
WFS
3723
WealthGarden F.S.
California
$894K -$24.9K -82 -3%
ACA
3724
American Capital Advisory
Idaho
$893K -$104K -342 -10%
EPW
3725
Endeavor Private Wealth
Kansas
$893K -$145K -477 -14%

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.