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JPMorgan Chase

5,061 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, 2,117 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: 2,117 | Existing positions reduced: 2,275

1.05% less ownership

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

1% less funds holding

Funds holding: 5,1255,061 (-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
5,061
Holders Change
-64
Holders Change %
-1.25%
% of All Funds
62.15%
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
2,117
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
BWA
4126
Bestgate Wealth Advisors
Maryland
$578K -$14K -46 -2%
CW
4127
Cedarwood Wealth
Colorado
$578K +$79.5K +262 +15%
JIG
4128
Junk Investment Group
Maryland
$577K +$596K +1,963 New
SA
4129
Stewardship Advisors
Pennsylvania
$577K -$22.2K -73 -4%
AFS
4130
Anderson Financial Strategies
Ohio
$576K -$60.7K -200 -10%
BBWP
4131
Beacon Bridge Wealth Partners
Pennsylvania
$574K -$12.1K -40 -2%
TIM
4132
Thornburg Investment Management
New Mexico
$573K
TFA
4133
Toth Financial Advisory
Virginia
$573K +$35.8K +118 +6%
SCFS
4134
Stewardship Concepts Financial Services
Washington
$572K +$14K +46 +2%
BIG
4135
Builder Investment Group
Georgia
$572K
WI
4136
WBI Investments
New Jersey
$569K -$2.43K -8 -0.4%
MS
4137
Millington Securities
New Jersey
$569K +$587K +1,935 New
CFCS
4138
CDM Financial Counseling Services
Connecticut
$569K +$19.4K +64 +3%
LCC
4139
Lincoln Capital Corp
Rhode Island
$566K -$6.37K -21 -1%
ESC
4140
Eurizon SLJ Capital
$565K -$574K -1,890 -50%
SFC
4141
Sprinkle Financial Consultants
Colorado
$565K +$910 +3 +0.2%
BCM
4142
Banyan Capital Management
Georgia
$565K
VAM
4143
Verity Asset Management
North Carolina
$564K +$162K +533 +38%
WP
4144
Wealthspan Partners
Iowa
$563K -$14.9K -49 -2%
ASCML
4145
ADKINS SEALE CAPITAL MANAGEMENT LLC
Louisiana
$559K
JAA
4146
Joel Adams & Associates
North Carolina
$559K
FWMM
4147
Foundation Wealth Management (Missouri)
Missouri
$558K -$25.5K -84 -4%
HIS
4148
Horizon Investment Services
Indiana
$557K +$303 +1 +0.1%
RIM
4149
Rockbridge Investment Management
New York
$557K +$70.7K +233 +14%
ICM
4150
Intrepid Capital Management
Florida
$557K

JPM Hedge Fund Activity: Q1 2026 in Review

5,061 of the 8,143 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 2,117 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.

  • 5,061 institutional investors held JPMorgan Chase (JPM) as of Q1 2026, down from 5,125 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.