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JPMorgan Chase

5,059 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, 2,274 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: 2,274

1.06% less ownership

Funds ownership: 73.33%72.26% (-1.1%)

1% less funds holding

Funds holding: 5,1255,059 (-66)

11% less capital invested

Capital invested by funds: $640B → $573B (-$67.4B)

15% less funds holding in top 10

Funds holding in top 10: 938794 (-144)

25% less call options, than puts

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

Holders
5,059
Holders Change
-66
Holders Change %
-1.29%
% of All Funds
62.13%
Holding in Top 10
794
Holding in Top 10 Change
-144
Holding in Top 10 Change %
-15.35%
% of All Funds
9.75%
New
205
Increased
2,117
Reduced
2,274
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
PPP
4626
Prism Planning Partners
Illinois
$307K -$187K -615 -37%
MGAM
4627
McGowan Group Asset Management
Texas
$307K +$303 +1 +0.1%
AF
4628
AtlasMark Financial
Texas
$306K
CJ
4629
Caitlin John
Michigan
$306K +$303K +1,000 +2,564%
PCMK
4630
Paragon Capital Management (Kansas)
Kansas
$305K -$14.9K -49 -5%
HA
4631
HFG Advisors
Ohio
$305K +$910 +3 +0.3%
AFO
4632
Arrowroot Family Office
California
$305K +$49.5K +163 +19%
CCP
4633
Clarkston Capital Partners
Michigan
$304K -$337K -1,111 -52%
SA
4634
Skyline Advisors
Washington
$303K
MCIA
4635
Mountain Capital Investment Advisors
Colorado
$301K -$1.21K -4 -0.4%
CMF
4636
Counterpoint Mutual Funds
California
$299K +$309K +1,018 New
NHFG
4637
New Harbor Financial Group
Massachusetts
$299K -$51.3K -169 -14%
BWG
4638
Balanced Wealth Group
Ohio
$299K +$19.4K +64 +7%
VW
4639
Veridan Wealth
Oregon
$299K +$27.6K +91 +10%
IWB
4640
Innovative Wealth Building
Maryland
$298K +$11.8K +39 +4%
SFG
4641
Strive Financial Group
Indiana
$298K +$303 +1 +0.1%
AAM
4642
Auxier Asset Management
Oregon
$298K +$14.6K +48 +5%
FGG
4643
Financial Guidance Group
Florida
$297K
MFG
4644
Midwest Financial Group
Kansas
$297K +$26.7K +88 +10%
CFWMA
4645
Center for Wealth Management Advisory
Ohio
$297K +$303 +1 +0.1%
AV
4646
Aspiring Ventures
Ohio
$296K +$61.9K +204 +25%
GJIA
4647
Glass Jacobson Investment Advisors
Maryland
$296K +$8.19K +27 +3%
PCA
4648
Private Capital Advisors
Connecticut
$296K -$137K -450 -31%
PP
4649
PFS Partners
New Jersey
$296K -$11.8K -39 -4%
PC
4650
Purewater Capital
Texas
$295K +$304K +1,003 New

JPM Hedge Fund Activity: Q1 2026 in Review

5,059 of the 8,142 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 2,274 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.

  • 5,059 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.