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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
NWM
4826
Navigate Wealth Management
Alabama
$237K +$230K +757 New
EPAM
4827
Evelyn Partners Asset Management
$237K
CAM
4828
Cobblestone Asset Management
Virginia
$237K
PPW
4829
PACK Private Wealth
Minnesota
$236K
1NWS
4830
1 North Wealth Services
Maryland
$235K
RA
4831
RiverTree Advisors
Florida
$235K
SF
4832
Schaeffer Financial
Maryland
$235K
FHWM
4833
Fox Hill Wealth Management
Massachusetts
$234K +$7.89K +26 +3%
VFG
4834
V2 Financial group
Illinois
$233K +$27.9K +92 +13%
PCM
4835
Pincus Capital Management
New York
$233K +$240K +792 New
MW
4836
Marrick Wealth
California
$233K -$8.19K -27 -3%
FA
4837
Financial Avengers
California
$232K -$6.37K -21 -3%
FPTW
4838
Franklin, Parlapiano, Turner & Welch
Texas
$231K
PAM
4839
PVG Asset Management
Colorado
$231K -$17.3K -57 -7%
SP
4840
Sequent Planning
Nebraska
$230K -$8.8K -29 -4%
PWM
4841
Peak Wealth Management
New Hampshire
$229K
CD
4842
Capital Developers
North Carolina
$229K
PFM
4843
Peak Financial Management
Massachusetts
$229K +$10.9K +36 +5%
IC
4844
Iconiq Capital
California
$229K
TWP
4845
TFO Wealth Partners
Ohio
$229K +$236K +778 New
GF
4846
Goodman Financial
Texas
$229K -$2.12K -7 -0.9%
T
4847
Tidemark
California
$228K +$12.4K +41 +6%
DFP
4848
Donalies Financial Planning
District of Columbia
$228K
SWA
4849
Sightline Wealth Advisors
Connecticut
$228K
FH
4850
Financial Harvest
Florida
$228K -$50.1K -165 -18%

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.