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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
BH
4951
Burk Holdings
Oklahoma
$146K +$151K +497 New
MFT
4952
Moisand Fitzgerald Tamayo
Florida
$146K
IUHSA
4953
Itau Unibanco Holding S.A.
Brazil
$142K -$6.09M -20,076 -98%
CW
4954
Curio Wealth
Maryland
$141K +$6.37K +21 +5%
CCA
4955
Catalyst Capital Advisors
New York
$140K -$163K -536 -53%
SVWA
4956
Sarver Vrooman Wealth Advisors
Missouri
$137K -$3.34K -11 -2%
KI
4957
Keewaydin Investments
New York
$136K
CMA
4958
Cedar Mountain Advisors
Oregon
$132K +$38.2K +126 +39%
EA
4959
Evergreen Advisors
Tennessee
$129K +$133K +439 New
MWA
4960
Miller Wealth Advisors
Colorado
$126K
ICM
4961
Islay Capital Management
Texas
$125K -$12.1K -40 -9%
DPW
4962
DiNuzzo Private Wealth
Pennsylvania
$124K -$303 -1 -0.2%
PL
4963
Protective Life
Alabama
$123K +$127K +418 New
MAM
4964
Meeder Asset Management
Ohio
$123K -$44.3K -146 -26%
KG
4965
Kilter Group
New York
$121K +$14K +46 +13%
RTL
4966
Red Tortoise LLC
Georgia
$121K -$303 -1 -0.2%
OCM
4967
Osbon Capital Management
Massachusetts
$120K +$91K +300 +275%
AF
4968
Abound Financial
California
$116K +$303 +1 +0.3%
BFS
4969
Bare Financial Services
Pennsylvania
$115K +$8.8K +29 +8%
SWA
4970
Strategic Wealth Advisors
Arizona
$114K -$34.3K -113 -23%
PP
4971
Paladin Partners
Wisconsin
$113K
FCG
4972
Financial Connections Group
California
$113K +$10.3K +34 +10%
FGAM
4973
Financial Gravity Asset Management
Texas
$112K +$6.07K +20 +6%
VERPA
4974
Virginia Estate & Retirement Planning Advisors
Virginia
$112K +$116K +381 New
RF
4975
Robinswood Financial
Washington
$111K +$303 +1 +0.3%

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.