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JPMorgan Chase

5,060 hedge funds and large institutions have $573B invested in JPMorgan Chase in 2026 Q1 according to their latest regulatory filings, with 205 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: 205 | 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%72.27% (-1.1%)

1% less funds holding

Funds holding: 5,1255,060 (-65)

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
5,060
Holders Change
-65
Holders Change %
-1.27%
% of All Funds
62.14%
Holding in Top 10
795
Holding in Top 10 Change
-143
Holding in Top 10 Change %
-15.25%
% of All Funds
9.76%
New
205
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
PVAMC
4251
PPS&V Asset Management Consultants
Michigan
$497K +$36.4K +120 +8%
JRFS
4252
James Reed Financial Services
Ohio
$495K
SPW
4253
Stillwater Private Wealth
Pennsylvania
$495K +$511K +1,684 New
CMBA
4254
C.M. Bidwell & Associates
Hawaii
$494K -$92K -303 -15%
BMCM
4255
Burns Matteson Capital Management
New York
$493K -$108K -356 -18%
FFG
4256
Forum Finance Group
$493K +$631K +2,078 New
AIFAIM
4257
American Institute for Advanced Investment Management
Arizona
$493K
CA
4258
Cache Advisors
California
$493K +$508K +1,675 New
RAM
4259
Riggs Asset Management
Pennsylvania
$492K -$53.7K -177 -10%
OWM
4260
Omnitrust Wealth Management
Florida
$492K -$54K -178 -10%
EWA
4261
Encompass Wealth Advisors
Oregon
$492K -$14.6K -48 -3%
GCP
4262
Gill Capital Partners
Colorado
$492K -$15.2K -50 -3%
EMC
4263
Everest Management Corp
California
$491K +$28.8K +95 +6%
AWA
4264
ARQ Wealth Advisors
Arizona
$489K +$45.5K +150 +10%
KC
4265
Kinloch Capital
Virginia
$489K
BFM
4266
Boothbay Fund Management
New York
$488K -$432K -1,424 -46%
PCMH
4267
Polymer Capital Management (HK)
Hong Kong
$488K +$503K +1,659 New
FCU
4268
Financial Concepts Unlimited
Maine
$488K +$503K +1,658 New
MWM
4269
Momentous Wealth Management
Washington
$487K -$33.4K -110 -6%
EC
4270
Eaton-Cambridge
Arizona
$487K +$76.2K +251 +18%
CA
4271
CWC Advisors
Oregon
$487K +$1.82K +6 +0.4%
CS
4272
CapitalatWork SA
$487K
CWMGP
4273
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$487K -$7.89K -26 -2%
HIA
4274
HTG Investment Advisors
Connecticut
$486K -$31.9K -105 -6%
PFA
4275
Presper Financial Architects
Ohio
$486K -$45.2K -149 -8%

JPM Hedge Fund Activity: Q1 2026 in Review

5,060 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: 205 funds opened new JPM positions and 177 closed out — a net gain of 28 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.

  • 5,060 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.
  • 205 funds opened new JPMorgan Chase positions in Q1 2026 and 177 closed out, a net change of +28 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.