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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
62.14%
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
UI
4726
Unconventional Investor
New Hampshire
$268K -$303 -1 -0.1%
HCRE
4727
Hoya Capital Real Estate
Connecticut
$268K
HC
4728
Hoese & Co
Minnesota
$268K -$121K -400 -31%
CI
4729
Carroll Investors
South Carolina
$267K +$276K +909 New
EWA
4730
Exit Wealth Advisors
Georgia
$267K +$76.5K +252 +38%
GAM
4731
GEM Asset Management
Michigan
$267K -$3.94K -13 -1%
B
4732
BetterWealth
California
$266K +$82.5K +272 +43%
NLWP
4733
Next Level Wealth Planning
Idaho
$265K
EAM
4734
Everstar Asset Management
North Carolina
$265K
HPA
4735
High Probability Advisors
New York
$265K +$47.6K +157 +21%
TCOK
4736
Trust Company of Kansas
Kansas
$264K
BF
4737
Bonfire Financial
Colorado
$264K +$9.41K +31 +4%
GC
4738
GFG Capital
Florida
$263K +$25.8K +85 +11%
Q1WB
4739
Quest 10 Wealth Builders
Virginia
$263K +$30.3K +100 +13%
ACA
4740
AllStreet Capital Advisors
California
$263K
AWM
4741
Act Wealth Management
Texas
$262K -$3.04K -10 -1%
SL
4742
SFM LLC
New Hampshire
$262K -$148K -487 -35%
AWM
4743
Adams Wealth Management
Utah
$262K
RIM
4744
Reliant Investment Management
Tennessee
$261K -$28.5K -94 -10%
GK
4745
Graney & King
New York
$260K -$910 -3 -0.3%
FWA
4746
Fulcrum Wealth Advisors
Washington
$260K +$268K +884 New
QL
4747
Quarry LP
New York
$260K +$171K +562 +175%
MKW
4748
Mullaney, Keating & Wright
Connecticut
$259K
SSA
4749
Schonfeld Strategic Advisors
New York
$259K -$846K -2,788 -76%
STFP
4750
Signal Tree Financial Partners
Ohio
$259K -$41.9K -138 -14%

JPM Hedge Fund Activity: Q1 2026 in Review

5,059 of the 8,141 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.