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JPMorgan Chase

5,078 hedge funds and large institutions have $573B invested in JPMorgan Chase in 2026 Q1 according to their latest regulatory filings, with 207 funds opening new positions, 2,123 increasing their positions, 2,284 reducing their positions, and 177 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 207 | Existing positions closed: 177

7% less repeat investments, than reductions

Existing positions increased: 2,123 | Existing positions reduced: 2,284

1.04% less ownership

Funds ownership: 73.34%72.29% (-1%)

1% less funds holding

Funds holding: 5,1365,078 (-58)

11% less capital invested

Capital invested by funds: $640B → $573B (-$67.2B)

15% less funds holding in top 10

Funds holding in top 10: 941797 (-144)

25% less call options, than puts

Call options by funds: $8.1B | Put options by funds: $10.8B

Holders
5,078
Holders Change
-58
Holders Change %
-1.13%
% of All Funds
62.14%
Holding in Top 10
797
Holding in Top 10 Change
-144
Holding in Top 10 Change %
-15.3%
% of All Funds
9.75%
New
207
Increased
2,123
Reduced
2,284
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
HCP
4951
Hamilton Capital Partners
Georgia
$200K +$206K +680 New
PCM
4952
Passive Capital Management
Maryland
$200K +$206K +680 New
CCMI
4953
Creative Capital Management Investments
California
$195K -$10.6K -35 -5%
RF
4954
RetireMitten Financial
Michigan
$192K +$198K +652 New
EA
4955
Evolution Advisers
Virginia
$191K
MUMSS
4956
Mitsubishi UFJ Morgan Stanley Securities
Japan
$189K -$105K -347 -35%
AF
4957
Align Financial
Minnesota
$187K -$64.3M -211,735 -100%
TCM
4958
TD Capital Management
Tennessee
$186K -$96.8K -319 -34%
BCM
4959
Basso Capital Management
Connecticut
$178K
FNWA
4960
Financial Network Wealth Advisors
Utah
$178K +$8.5K +28 +5%
WA
4961
Whipplewood Advisors
Colorado
$177K +$156K +515 +585%
AIS
4962
Advocate Investing Services
Maryland
$176K
T
4963
TOBAM
France
$170K -$9.11K -30 -5%
SFO
4964
Standard Family Office
South Dakota
$169K
SAM
4965
Sherman Asset Management
California
$168K
WFA
4966
West Financial Advisors
Iowa
$166K -$5.77K -19 -3%
CWM
4967
Copia Wealth Management
Oregon
$166K -$607 -2 -0.4%
HCM
4968
Horrell Capital Management
Arkansas
$161K
DCM
4969
Davis Capital Management
Florida
$150K +$4.55K +15 +3%
BH
4970
Burk Holdings
Oklahoma
$146K +$151K +497 New
MFT
4971
Moisand Fitzgerald Tamayo
Florida
$146K
IUHSA
4972
Itau Unibanco Holding S.A.
Brazil
$142K -$6.09M -20,076 -98%
CW
4973
Curio Wealth
Maryland
$141K +$6.37K +21 +5%
CCA
4974
Catalyst Capital Advisors
New York
$140K -$163K -536 -53%
SVWA
4975
Sarver Vrooman Wealth Advisors
Missouri
$137K -$3.34K -11 -2%

JPM Hedge Fund Activity: Q1 2026 in Review

5,078 of the 8,172 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: 207 funds opened new JPM positions and 177 closed out — a net gain of 30 holders — while 2,123 added to existing stakes and 2,284 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.

  • 5,078 institutional investors held JPMorgan Chase (JPM) as of Q1 2026, down from 5,136 in Q4 2025.
  • Funds reported $573B of JPMorgan Chase stock for Q1 2026, down 11% quarter-over-quarter.
  • 207 funds opened new JPMorgan Chase positions in Q1 2026 and 177 closed out, a net change of +30 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.