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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
AFIA
3901
America First Investment Advisors
Nebraska
$744K
CCG
3902
Catalina Capital Group
California
$744K +$6.98K +23 +0.9%
GPW
3903
Genesis Private Wealth
Virginia
$743K -$19.4K -64 -2%
1CP
3904
1015 Capital Partners
Pennsylvania
$742K -$10.6K -35 -1%
NWMG
3905
Nicholson Wealth Management Group
South Carolina
$742K
FAFN
3906
First Affirmative Financial Network
Colorado
$742K +$765K +2,521 New
IPW
3907
Impact Partnership Wealth
Georgia
$742K -$53.7K -177 -7%
WA
3908
Wealthstar Advisors
Texas
$741K -$29.7K -98 -4%
MA
3909
MKT Advisors
California
$740K -$303 -1 -0%
HFM
3910
Harvest Fund Management
China
$740K -$89.5K -295 -10%
FPCG
3911
Forum Private Client Group
Indiana
$740K +$48K +158 +7%
TA
3912
Tactive Advisors
Florida
$740K -$8.19K -27 -1%
PAW
3913
Plan A Wealth
Nebraska
$737K -$21.9K -72 -3%
NIWA
3914
New Insight Wealth Advisors
California
$736K -$34K -112 -4%
EWA
3915
Eagle Wealth Advisors
Connecticut
$736K +$14.6K +48 +2%
SCA
3916
Sassicaia Capital Advisers
New York
$735K -$1.06M -3,500 -58%
MPAM
3917
Murphy Pohlad Asset Management
Minnesota
$735K -$19.7K -65 -3%
BI
3918
Bramshill Investments
Florida
$735K
CIAS
3919
CBIZ Investment Advisory Services
Ohio
$735K -$263K -866 -26%
STB
3920
S&T Bank
Pennsylvania
$735K +$62.2K +205 +9%
CFG
3921
Carter Financial Group
Illinois
$735K -$22.5K -74 -3%
BRA
3922
Bender Robert & Associates
California
$734K +$757K +2,495 New
AL
3923
Arnhold LLC
New York
$733K
KFS
3924
Kaizen Financial Strategies
California
$733K +$2.43K +8 +0.3%
FI
3925
Financial Insights
Washington
$732K -$3.64K -12 -0.5%

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.