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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
62.13%
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
PP
4976
Pingora Partners
Wyoming
$110K
MSG
4977
Main Street Group
Virginia
$110K +$114K +375 New
RF
4978
Robbins Farley
New Hampshire
$101K
KCM
4979
Key Capital Management
Tennessee
$99.1K +$16.7K +55 +20%
SR
4980
Swiss Re
Switzerland
$98.2K
NL
4981
NorthAvenue LLC
Ohio
$98K -$75.9K -250 -43%
MCA
4982
Midwest Capital Advisors
Michigan
$95.7K +$59.2K +195 +150%
VEA
4983
Virtus ETF Advisers
New York
$95.3K -$10.9K -36 -10%
SFCL
4984
Strengthening Families & Communities LLC
Massachusetts
$93.4K +$607 +2 +0.6%
RWS
4985
Retirement Wealth Solutions
Wisconsin
$91.7K -$607 -2 -0.6%
EFMH
4986
E Fund Management (HK)
Hong Kong
$91.2K +$72.2K +238 +331%
MWA
4987
Merkkuri Wealth Advisors
New York
$91.1K +$94.1K +310 New
KPP
4988
Kings Path Partners
Texas
$88.9K
MBFW
4989
Morton Brown Family Wealth
Pennsylvania
$87.1K +$45.5K +150 +103%
APW
4990
Acima Private Wealth
Virginia
$87.1K
BC
4991
Bayforest Capital
United Kingdom
$85.6K -$97.1K -320 -52%
GXJ
4992
Global X Japan
Japan
$85.6K +$88.3K +291 New
CWP
4993
Clark Wealth Partners
Illinois
$84.5K -$745K -2,454 -90%
SA
4994
Seneschal Advisors
Washington
$82.6K -$6.37K -21 -7%
MIM
4995
Meridiem Investment Management
United Kingdom
$82.4K
HFS
4996
Horizon Financial Services
North Carolina
$78.4K +$9.71K +32 +14%
MAS
4997
MPWM Advisory Solutions
Georgia
$76.3K +$29.1K +96 +59%
PCM
4998
Penserra Capital Management
California
$75K -$910 -3 -1%
UIA
4999
Ulland Investment Advisors
Minnesota
$74K -$1.52K -5 -2%
TWM
5000
TopTier Wealth Management
Wisconsin
$72.7K +$75K +247 New

JPM Hedge Fund Activity: Q1 2026 in Review

5,059 of the 8,142 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.