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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
CWM
4376
Cooke Wealth Management
California
$432K
CCM
4377
Cloud Capital Management
Washington
$431K -$74.7K -246 -14%
MJP
4378
Michael J. Puzo
$429K +$188K +620 +74%
RFN
4379
Redwood Financial Network
Ohio
$429K +$16.4K +54 +4%
FA
4380
Freestate Advisors
Kansas
$429K -$10.3K -34 -2%
AFC
4381
Avise Financial Cooperative
California
$428K +$55.8K +184 +14%
SBCM
4382
Silverberg Bernstein Capital Management
New York
$428K +$30.3K +100 +7%
BF
4383
Brogan Financial
Tennessee
$428K -$4.25K -14 -1%
ACP
4384
Arcus Capital Partners
Georgia
$427K -$769K -2,534 -64%
PWM
4385
Pathway Wealth Management
Texas
$427K
FI
4386
FWG Investments
Kentucky
$426K +$193K +637 +78%
SFG
4387
Synergy Financial Group
California
$425K +$154K +508 +54%
TP
4388
Trailhead Planners
Minnesota
$425K -$4.86K -16 -1%
OWA
4389
OakTrust Wealth Advisors
Connecticut
$424K
HKAM
4390
Horizon Kinetics Asset Management
New York
$423K -$137K -453 -24%
EMCIP
4391
Ewing Morris & Co Investment Partners
Ontario, Canada
$422K -$60.7K -200 -12%
RH
4392
RFG Holdings
Texas
$422K -$3.64K -12 -0.8%
FSCM
4393
Front Street Capital Management
Montana
$422K -$9.11K -30 -2%
SFC
4394
Strategic Financial Concepts
Texas
$421K +$48K +158 +12%
WG
4395
Warner Group
Connecticut
$421K +$87.4K +288 +25%
KLI
4396
Kelman-Lazarov Inc
Tennessee
$421K +$56.8K +187 +15%
SPFA
4397
Summit Place Financial Advisors
New Jersey
$421K +$46.7K +154 +12%
PTCG
4398
Pring Turner Capital Group
California
$421K
DWM
4399
DeLarme Wealth Management
California
$420K +$7.59K +25 +2%
NEPPG
4400
New England Professional Planning Group
Rhode Island
$420K

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.