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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
CCC
3801
Compass Capital Corp
Massachusetts
$816K +$11.8K +39 +1%
GB
3802
Goepper Burkhardt
South Carolina
$814K -$1.21K -4 -0.1%
ELM
3803
Elite Life Management
Florida
$813K +$17.3K +57 +2%
DCM
3804
DGS Capital Management
New Jersey
$813K +$280K +922 +50%
AFG
3805
Arkansas Financial Group
Arkansas
$812K +$3.04K +10 +0.4%
AFA
3806
Allium Financial Advisors
Oregon
$811K
VC
3807
Veery Capital
Delaware
$811K -$910 -3 -0.1%
PFG
3808
Putney Financial Group
California
$811K +$104K +344 +14%
BAWM
3809
Bennett Associates Wealth Management
Pennsylvania
$810K +$59.8K +197 +8%
PCM
3810
Payne Capital Management
New York
$810K +$67.4K +222 +9%
CWM
3811
Cahaba Wealth Management
Georgia
$810K +$68.9K +227 +9%
AIM
3812
Arcadia Investment Management
Michigan
$810K +$641K +2,112 +330%
HI
3813
Harrington Investments
California
$808K -$5.16K -17 -0.6%
BFS
3814
Burkett Financial Services
South Carolina
$807K -$2.73K -9 -0.3%
EBA
3815
Eagle Bay Advisors
New York
$807K -$252K -832 -23%
FWP
3816
Flatrock Wealth Partners
California
$806K +$6.37K +21 +0.8%
RA
3817
Riverstone Advisors
Texas
$804K +$74K +244 +10%
PS
3818
Planned Solutions
California
$804K
BCMLT
3819
Beacon Capital Management LLC (Tennessee)
Tennessee
$802K -$77.7K -256 -9%
FSA
3820
Financial Security Advisor
Virginia
$802K +$24.9K +82 +3%
PC
3821
PCB Capital
New Jersey
$802K -$17.6K -58 -2%
AWA
3822
Aletheian Wealth Advisors
Washington
$802K +$827K +2,725 New
IRC
3823
Investors Research Corp
Georgia
$801K
EIM
3824
Essex Investment Management
Massachusetts
$800K
SIM
3825
SSI Investment Management
California
$799K

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.