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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
PCM
3826
Pennsylvania Capital Management
Pennsylvania
$799K +$213K +701 +35%
EC
3827
Elequin Capital
New York
$797K +$823K +2,711 New
DCBT
3828
Dakota Community Bank & Trust
North Dakota
$796K -$27.6K -91 -3%
MWM
3829
Melfa Wealth Management
Massachusetts
$796K +$10.9K +36 +1%
WLIM
3830
White Lighthouse Investment Management
Massachusetts
$796K -$293K -966 -26%
CFG
3831
Copley Financial Group
California
$794K -$3.94K -13 -0.5%
RCA
3832
Riverview Capital Advisers
Massachusetts
$793K -$607 -2 -0.1%
PCM
3833
Prelude Capital Management
New York
$792K -$692K -2,279 -46%
AA
3834
Acorns Advisers
California
$792K +$160K +526 +24%
CIA
3835
Cascade Investment Advisors
Oregon
$792K -$58.6K -193 -7%
WFPG
3836
Waller Financial Planning Group
Ohio
$790K +$303 +1 +0%
IIA
3837
ICW Investment Advisors
Arizona
$789K +$1.82K +6 +0.2%
GSIS
3838
Global Strategic Investment Solutions
Arizona
$789K +$16.7K +55 +2%
SPA
3839
Sound Portfolio Advisors
Connecticut
$787K +$812K +2,677 New
GHA
3840
Good Harbor Advisors
Massachusetts
$787K -$22.8K -75 -3%
CWA
3841
Centerline Wealth Advisors
Kentucky
$786K -$34K -112 -4%
SHFP
3842
Second Half Financial Partners
Florida
$785K -$517K -1,705 -39%
OCA
3843
Odyssey Capital Advisors
Pennsylvania
$784K +$303 +1 +0%
RBC
3844
Roble Belko & Company
Pennsylvania
$784K -$68.3K -225 -8%
WWM
3845
Westwood Wealth Management
California
$783K -$172K -568 -18%
HBWM
3846
Hollow Brook Wealth Management
New York
$783K -$6.68K -22 -0.8%
BCG
3847
Bravias Capital Group
New Jersey
$782K -$488K -1,608 -38%
CSA
3848
Cornerstone Select Advisors
Missouri
$782K +$164K +541 +26%
RLIM
3849
Red Lighthouse Investment Management
New York
$782K +$806K +2,657 New
VWA
3850
VSM Wealth Advisory
Maryland
$781K +$303 +1 +0%

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.