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
JLBC
3726
J.L. Bainbridge & Co
Florida
$893K -$7.28K -24 -0.8%
CCP
3727
Carmel Capital Partners
California
$893K +$21.2K +70 +2%
DCM
3728
Driehaus Capital Management
Illinois
$892K -$934K -3,079 -50%
IAG
3729
Investmark Advisory Group
Connecticut
$892K -$11.2K -37 -1%
SPW
3730
Signet Private Wealth
Illinois
$892K -$100K -331 -10%
B
3731
Bayban
Minnesota
$891K +$52.2K +172 +6%
FA
3732
Fountainhead AM
New Jersey
$890K +$442K +1,458 +93%
SPWM
3733
Spartan Planning & Wealth Management
North Carolina
$886K -$985K -3,247 -52%
SP
3734
Successful Portfolios
Florida
$884K -$14K -46 -1%
IFA
3735
Index Fund Advisors
California
$882K +$313K +1,033 +53%
BAM
3736
Burkett Asset Management
$881K -$103K -340 -10%
HWA
3737
Hillcrest Wealth Advisors
New Jersey
$881K
MWM
3738
Maripau Wealth Management
Indiana
$878K -$6.07K -20 -0.7%
AIP
3739
Avail Investment Partners
Pennsylvania
$877K +$904K +2,980 New
BWM
3740
BCS Wealth Management
Tennessee
$875K -$917K -3,022 -50%
FFL
3741
Financial Freedom LLC
Ohio
$875K +$14K +46 +2%
CA
3742
CapWealth Advisors
Tennessee
$875K +$9.41K +31 +1%
PCMC
3743
Paragon Capital Management (Colorado)
Colorado
$873K +$4.25K +14 +0.5%
SC
3744
Schoolcraft Capital
Colorado
$873K +$264K +869 +41%
BDFN
3745
Bond & Devick Financial Network
Minnesota
$872K
TPW
3746
Tiller Private Wealth
Pennsylvania
$868K -$26.7K -88 -3%
PHWM
3747
Pine Harbor Wealth Management
Maryland
$868K +$303 +1 +0%
JTWM
3748
Jackson Thornton Wealth Management
Alabama
$868K -$53.7K -177 -6%
RIS
3749
Richmond Investment Services
Wisconsin
$867K +$114K +376 +15%
HIW
3750
Holos Integrated Wealth
Pennsylvania
$866K +$5.16K +17 +0.6%

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.