We are live on ! Find out more
JPM icon

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
GCM
5001
Gunpowder Capital Management
Maryland
$72.1K
PJC
5002
Phillip James Consulting
Minnesota
$70K +$9.11K +30 +14%
DCM
5003
Disciplina Capital Management
Tennessee
$69.8K +$303 +1 +0.4%
CAM
5004
Clarity Asset Management
Iowa
$64.7K +$303 +1 +0.5%
PMIM
5005
Prudent Man Investment Management
Colorado
$62.5K
MGI
5006
Miller Global Investments
Texas
$62.1K +$15.5K +51 +32%
T2I
5007
Turim 21 Investimentos
Brazil
$61.8K +$63.7K +210 New
VA
5008
Valor Advisors
Florida
$60.9K
NECFA
5009
New England Capital Financial Advisors
Connecticut
$59.3K -$8.8K -29 -13%
NWS
5010
Nvest Wealth Strategies
Ohio
$57.7K +$910 +3 +2%
CI
5011
Clal Insurance
Israel
$56K +$1.52K +5 +3%
CF
5012
Collier Financial
Colorado
$55.9K
HIA
5013
HFM Investment Advisors
New Jersey
$55.9K -$607 -2 -1%
TCM
5014
Tanaka Capital Management
New York
$55K -$5.77K -19 -9%
SC
5015
Swan Capital
Florida
$53.7K +$9.71K +32 +21%
CG
5016
Curat Global
New Hampshire
$52.9K
MPG
5017
My Portfolio Guide
California
$50.8K +$52.5K +173 New
SFS
5018
Sunrise Financial Services
Washington
$48.8K +$5.77K +19 +13%
BMC
5019
Bear Mountain Capital
Washington
$48.2K -$15.2K -50 -25%
ICCON
5020
Investment Counsel Company of Nevada
Nevada
$46.9K +$303 +1 +0.6%
BFP
5021
Birchwood Financial Partners
Minnesota
$46.5K
IPS
5022
Investors Portfolio Services
Washington
$44.7K +$4.55K +15 +11%
DRP
5023
Decker Retirement Planning
Utah
$44.4K
TFG
5024
Team Financial Group
California
$43.9K +$303 +1 +0.7%
CWA
5025
Carolina Wealth Advisors
South Carolina
$43.8K -$2.73K -9 -6%

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.