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JPMorgan Chase

5,062 hedge funds and large institutions have $573B invested in JPMorgan Chase in 2026 Q1 according to their latest regulatory filings, with 206 funds opening new positions, 2,118 increasing their positions, 2,275 reducing their positions, and 177 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 206 | Existing positions closed: 177

7% less repeat investments, than reductions

Existing positions increased: 2,118 | Existing positions reduced: 2,275

1.05% less ownership

Funds ownership: 73.33%72.28% (-1%)

1% less funds holding

Funds holding: 5,1265,062 (-64)

11% less capital invested

Capital invested by funds: $640B → $573B (-$67.3B)

15% less funds holding in top 10

Funds holding in top 10: 938795 (-143)

25% less call options, than puts

Call options by funds: $8.1B | Put options by funds: $10.8B

Holders
5,062
Holders Change
-64
Holders Change %
-1.25%
% of All Funds
62.13%
Holding in Top 10
795
Holding in Top 10 Change
-143
Holding in Top 10 Change %
-15.25%
% of All Funds
9.76%
New
206
Increased
2,118
Reduced
2,275
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
AIS
4001
American Investment Services
Massachusetts
$677K
SFG
4002
SNS Financial Group
Minnesota
$676K -$16.1K -53 -2%
OCG
4003
Opus Capital Group
Ohio
$676K -$1.82K -6 -0.3%
RC
4004
Rexford Capital
Texas
$675K +$56.1K +185 +9%
DF
4005
Dunhill Financial
United Kingdom
$674K +$966K +3,182 +174%
4A
4006
4Wealth Advisors
Illinois
$674K +$24.9K +82 +4%
Blackstone Inc
4007
Blackstone Inc
New York
$673K -$3.75M -12,367 -84%
PI
4008
Pachira Investments
California
$673K +$26.7K +88 +4%
SIMC
4009
Squire Investment Management Company
Utah
$672K -$4.55K -15 -0.7%
BBA
4010
Braun-Bostich & Associates
Pennsylvania
$672K -$18.8K -62 -3%
KC
4011
Knuff & Co
California
$671K -$26.4K -87 -4%
BWS
4012
Broadway Wealth Solutions
Texas
$671K +$34.6K +114 +5%
FGI
4013
Foresight Global Investors
New York
$670K
RSWA
4014
Robinson Smith Wealth Advisors
Maine
$670K
CGH
4015
CMG Global Holdings
Texas
$670K -$5.16K -17 -0.7%
GWA
4016
Gratus Wealth Advisors
Virginia
$670K +$122K +403 +22%
EP
4017
Ehrenkranz Partners
New York
$667K -$57.4K -189 -8%
LBC
4018
Leigh Baldwin & Co
New York
$665K +$56.8K +187 +9%
CWMP
4019
Clarion Wealth Managment Partners
Virginia
$664K +$607 +2 +0.1%
CCM
4020
Carderock Capital Management
Maryland
$662K +$485K +1,597 +244%
MCM
4021
M1 Capital Management
Michigan
$661K
WP
4022
Waycross Partners
Kentucky
$661K
LFA
4023
Level Financial Advisors
New York
$661K -$177K -582 -21%
FCM
4024
Fourpath Capital Management
Oklahoma
$661K -$3.04K -10 -0.4%
BIA
4025
Bell Investment Advisors
California
$660K +$20.9K +69 +3%

JPM Hedge Fund Activity: Q1 2026 in Review

5,062 of the 8,147 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: 206 funds opened new JPM positions and 177 closed out — a net gain of 29 holders — while 2,118 added to existing stakes and 2,275 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.

  • 5,062 institutional investors held JPMorgan Chase (JPM) as of Q1 2026, down from 5,126 in Q4 2025.
  • Funds reported $573B of JPMorgan Chase stock for Q1 2026, down 11% quarter-over-quarter.
  • 206 funds opened new JPMorgan Chase positions in Q1 2026 and 177 closed out, a net change of +29 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.