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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
ODFS
4926
O'Donnell Financial Services
California
$202K -$1.21K -4 -0.6%
BI
4927
Breachway Investments
Rhode Island
$202K +$303 +1 +0.1%
CIM
4928
Confluence Investment Management
Missouri
$202K
MFF
4929
Michels Family Financial
Texas
$201K -$2.73K -9 -1%
TGIA
4930
Torrey Growth & Income Advisors
California
$200K +$4.55K +15 +2%
SWM
4931
Salvus Wealth Management
New Jersey
$200K
HCP
4932
Hamilton Capital Partners
Georgia
$200K +$206K +680 New
PCM
4933
Passive Capital Management
Maryland
$200K +$206K +680 New
CCMI
4934
Creative Capital Management Investments
California
$195K -$10.6K -35 -5%
RF
4935
RetireMitten Financial
Michigan
$192K +$198K +652 New
EA
4936
Evolution Advisers
Virginia
$191K
MUMSS
4937
Mitsubishi UFJ Morgan Stanley Securities
Japan
$189K -$105K -347 -35%
AF
4938
Align Financial
Minnesota
$187K -$64.3M -211,735 -100%
TCM
4939
TD Capital Management
Tennessee
$186K -$96.8K -319 -34%
BCM
4940
Basso Capital Management
Connecticut
$178K
FNWA
4941
Financial Network Wealth Advisors
Utah
$178K +$8.5K +28 +5%
WA
4942
Whipplewood Advisors
Colorado
$177K +$156K +515 +585%
AIS
4943
Advocate Investing Services
Maryland
$176K
T
4944
TOBAM
France
$170K -$9.11K -30 -5%
SFO
4945
Standard Family Office
South Dakota
$169K
SAM
4946
Sherman Asset Management
California
$168K
WFA
4947
West Financial Advisors
Iowa
$166K -$5.77K -19 -3%
CWM
4948
Copia Wealth Management
Oregon
$166K -$607 -2 -0.4%
HCM
4949
Horrell Capital Management
Arkansas
$161K
DCM
4950
Davis Capital Management
Florida
$150K +$4.55K +15 +3%

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.