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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
GCM
4876
Gator Capital Management
Florida
$218K
ECAM
4877
East Coast Asset Management
Massachusetts
$217K -$16.7K -55 -7%
LBC
4878
Lane Brothers & Co
Arizona
$217K -$9.71K -32 -4%
RWP
4879
Ridgeline Wealth Planning
Ohio
$217K +$607 +2 +0.3%
UFPG
4880
United Financial Planning Group
New York
$217K -$102K -337 -31%
MPW
4881
MA Private Wealth
California
$217K +$4.86K +16 +2%
WCM
4882
Westend Capital Management
California
$217K -$2.43K -8 -1%
AWA
4883
Argo Wealth Advisory
Virginia
$216K +$19.4K +64 +10%
CCM
4884
Chaney Capital Management
Washington
$216K -$1.82K -6 -0.8%
FWWM
4885
Fiscal Wisdom Wealth Management
Connecticut
$214K
BC
4886
Brio Consultants
California
$214K -$111K -365 -35%
WPA
4887
Wealth Preservation Advisors
Tennessee
$214K -$321K -1,059 -59%
IP
4888
Integras Partners
Georgia
$214K
PFS
4889
Professional Financial Solutions
Virginia
$214K -$3.64K -12 -2%
IA
4890
IFS Advisors
Kansas
$213K +$217K +714 +6,491%
GBA
4891
Garrison Bradford & Associates
New York
$213K
TCM
4892
Teza Capital Management
Illinois
$213K +$220K +725 New
NWM
4893
Navigoe Wealth Management
California
$213K
CPW
4894
Crestmont Private Wealth
Texas
$213K
DTL
4895
Dynamic Technology Lab
Singapore
$213K +$220K +724 New
SFA
4896
Seneca Financial Advisors
New York
$213K
SMF
4897
Sterling Manor Financial
New York
$212K -$60.7K -200 -22%
CA
4898
CV Advisors
Florida
$211K
OWM
4899
Opes Wealth Management
California
$211K -$13.1K -43 -6%
BFP
4900
Briaud Financial Planning
Texas
$210K -$47.6K -157 -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.