We are live on ! Find out more
JPM icon

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
KI
4976
Keewaydin Investments
New York
$136K
CMA
4977
Cedar Mountain Advisors
Oregon
$132K +$38.2K +126 +39%
EA
4978
Evergreen Advisors
Tennessee
$129K +$133K +439 New
MWA
4979
Miller Wealth Advisors
Colorado
$126K
ICM
4980
Islay Capital Management
Texas
$125K -$12.1K -40 -9%
DPW
4981
DiNuzzo Private Wealth
Pennsylvania
$124K -$303 -1 -0.2%
PL
4982
Protective Life
Alabama
$123K +$127K +418 New
MAM
4983
Meeder Asset Management
Ohio
$123K -$44.3K -146 -26%
KG
4984
Kilter Group
New York
$121K +$14K +46 +13%
RTL
4985
Red Tortoise LLC
Georgia
$121K -$303 -1 -0.2%
OCM
4986
Osbon Capital Management
Massachusetts
$120K +$91K +300 +275%
AF
4987
Abound Financial
California
$116K +$303 +1 +0.3%
BFS
4988
Bare Financial Services
Pennsylvania
$115K +$8.8K +29 +8%
SWA
4989
Strategic Wealth Advisors
Arizona
$114K -$34.3K -113 -23%
PP
4990
Paladin Partners
Wisconsin
$113K
FCG
4991
Financial Connections Group
California
$113K +$10.3K +34 +10%
FGAM
4992
Financial Gravity Asset Management
Texas
$112K +$6.07K +20 +6%
VERPA
4993
Virginia Estate & Retirement Planning Advisors
Virginia
$112K +$116K +381 New
RF
4994
Robinswood Financial
Washington
$111K +$303 +1 +0.3%
PP
4995
Pingora Partners
Wyoming
$110K
MSG
4996
Main Street Group
Virginia
$110K +$114K +375 New
RF
4997
Robbins Farley
New Hampshire
$101K
KCM
4998
Key Capital Management
Tennessee
$99.1K +$16.7K +55 +20%
SR
4999
Swiss Re
Switzerland
$98.2K
NL
5000
NorthAvenue LLC
Ohio
$98K -$75.9K -250 -43%

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.