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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
RCM
3951
Rockbridge Capital Management
Virginia
$713K
FA
3952
FDx Advisors
Illinois
$713K +$736K +2,425 New
IPW
3953
Intergy Private Wealth
Colorado
$713K +$27K +89 +4%
SH
3954
SLT Holdings
Arizona
$712K +$16.4K +54 +2%
LJCM
3955
Lee Johnson Capital Management
Texas
$711K -$6.62M -21,827 -90%
WWP
3956
Wise Wealth Partners
Arizona
$710K -$38.2K -126 -5%
PCMNC
3957
Piedmont Capital Management (North Carolina)
North Carolina
$710K +$14.3K +47 +2%
CRIG
3958
Charter Research & Investment Group
Connecticut
$708K +$66.8K +220 +10%
AIA
3959
Arbor Investment Advisors
North Carolina
$707K +$49.5K +163 +7%
HFO
3960
Heritage Family Offices
Arizona
$705K +$514K +1,694 +241%
BHWM
3961
Beaird Harris Wealth Management
Texas
$705K +$48.3K +159 +7%
FCM
3962
Family Capital Management
Michigan
$705K +$76.5K +252 +12%
TS
3963
Tamar Securities
California
$704K +$19.7K +65 +3%
WAM
3964
Worth Asset Management
Texas
$703K +$144K +474 +25%
TCM
3965
Tuttle Capital Management
Connecticut
$703K
WCM
3966
Wallace Capital Management
Texas
$703K -$9.11K -30 -1%
BCM
3967
Boreal Capital Management
Florida
$703K -$64.3K -212 -8%
BWCS
3968
Beirne Wealth Consulting Services
Connecticut
$702K +$1.21K +4 +0.2%
PWA
3969
Physician Wealth Advisors
Utah
$702K +$4.86K +16 +0.7%
WWA
3970
Wisconsin Wealth Advisors
Wisconsin
$701K +$24K +79 +3%
APWA
3971
Atlas Private Wealth Advisors
New Jersey
$701K -$10.3K -34 -1%
FF
3972
Friday Financial
Iowa
$700K +$3.94K +13 +0.5%
CFP
3973
Cypress Financial Planning
New Jersey
$700K +$22.5K +74 +3%
PCMM
3974
Piedmont Capital Management (Montana)
Montana
$698K
LCA
3975
Legend Capital Advisors
New York
$698K

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.