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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
CCWP
4326
Cedar Cove Wealth Partners
Minnesota
$460K +$475K +1,564 New
KCM
4327
Kendall Capital Management
Maryland
$459K -$15.5K -51 -3%
AAS
4328
Asset Allocation Strategies
Michigan
$459K +$58.3K +192 +14%
BFS
4329
Baskin Financial Services
Ontario, Canada
$459K
GCM
4330
G2 Capital Management
Ohio
$458K +$44.9K +148 +10%
MSWM
4331
Mowery & Schoenfeld Wealth Management
Illinois
$458K -$54.6K -180 -10%
EFL
4332
ERn Financial LLC
Wisconsin
$458K +$2.12K +7 +0.5%
SAM
4333
Seelaus Asset Management
New Jersey
$457K
PAS
4334
Parsonex Advisory Services
Colorado
$457K -$676K -2,226 -59%
PFS
4335
Prospect Financial Services
New York
$456K +$8.19K +27 +2%
BLAM
4336
Bourne Lent Asset Management
New York
$456K
PFA
4337
Plotkin Financial Advisors
Maryland
$456K
EI
4338
EDMP Inc
Florida
$455K +$38.2K +126 +9%
APW
4339
Axim Planning & Wealth
Ohio
$454K -$23.7K -78 -5%
WMN
4340
Wealth Management Nebraska
Nebraska
$451K -$303 -1 -0.1%
LF
4341
Lighthouse Financial
Florida
$450K +$8.19K +27 +2%
FDS
4342
Freedom Day Solutions
Texas
$449K -$16.4K -54 -3%
IW
4343
Instrumental Wealth
Florida
$449K -$28.2K -93 -6%
SWM
4344
SFG Wealth Management
Maryland
$447K -$249K -819 -35%
KCAM
4345
Kagan Cocozza Asset Management
New Jersey
$446K -$5.16K -17 -1%
BDPWM
4346
Barnes Dennig Private Wealth Management
Ohio
$445K +$6.07K +20 +1%
KIA
4347
Kraematon Investment Advisors
Massachusetts
$444K +$607 +2 +0.1%
JPLA
4348
Joseph P. Lucia & Associates
New York
$444K +$13.7K +45 +3%
PF
4349
Prota Financial
Texas
$444K -$59.2K -195 -11%
RCI
4350
RS Crum Inc
California
$443K

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.