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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
MCA
5001
Midwest Capital Advisors
Michigan
$95.7K +$59.2K +195 +150%
VEA
5002
Virtus ETF Advisers
New York
$95.3K -$10.9K -36 -10%
SFCL
5003
Strengthening Families & Communities LLC
Massachusetts
$93.4K +$607 +2 +0.6%
RWS
5004
Retirement Wealth Solutions
Wisconsin
$91.7K -$607 -2 -0.6%
EFMH
5005
E Fund Management (HK)
Hong Kong
$91.2K +$72.2K +238 +331%
MWA
5006
Merkkuri Wealth Advisors
New York
$91.1K +$94.1K +310 New
KPP
5007
Kings Path Partners
Texas
$88.9K
MBFW
5008
Morton Brown Family Wealth
Pennsylvania
$87.1K +$45.5K +150 +103%
APW
5009
Acima Private Wealth
Virginia
$87.1K
BC
5010
Bayforest Capital
United Kingdom
$85.6K -$97.1K -320 -52%
GXJ
5011
Global X Japan
Japan
$85.6K +$88.3K +291 New
CWP
5012
Clark Wealth Partners
Illinois
$84.5K -$745K -2,454 -90%
SA
5013
Seneschal Advisors
Washington
$82.6K -$6.37K -21 -7%
MIM
5014
Meridiem Investment Management
United Kingdom
$82.4K
HFS
5015
Horizon Financial Services
North Carolina
$78.4K +$9.71K +32 +14%
MAS
5016
MPWM Advisory Solutions
Georgia
$76.3K +$29.1K +96 +59%
PCM
5017
Penserra Capital Management
California
$75K -$910 -3 -1%
UIA
5018
Ulland Investment Advisors
Minnesota
$74K -$1.52K -5 -2%
TWM
5019
TopTier Wealth Management
Wisconsin
$72.7K +$75K +247 New
GCM
5020
Gunpowder Capital Management
Maryland
$72.1K
PJC
5021
Phillip James Consulting
Minnesota
$70K +$9.11K +30 +14%
DCM
5022
Disciplina Capital Management
Tennessee
$69.8K +$303 +1 +0.4%
CAM
5023
Clarity Asset Management
Iowa
$64.7K +$303 +1 +0.5%
PMIM
5024
Prudent Man Investment Management
Colorado
$62.5K
MGI
5025
Miller Global Investments
Texas
$62.1K +$15.5K +51 +32%

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.