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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
T2I
5026
Turim 21 Investimentos
Brazil
$61.8K +$63.7K +210 New
VA
5027
Valor Advisors
Florida
$60.9K
NECFA
5028
New England Capital Financial Advisors
Connecticut
$59.3K -$8.8K -29 -13%
NWS
5029
Nvest Wealth Strategies
Ohio
$57.7K +$910 +3 +2%
CI
5030
Clal Insurance
Israel
$56K +$1.52K +5 +3%
CF
5031
Collier Financial
Colorado
$55.9K
HIA
5032
HFM Investment Advisors
New Jersey
$55.9K -$607 -2 -1%
TCM
5033
Tanaka Capital Management
New York
$55K -$5.77K -19 -9%
SC
5034
Swan Capital
Florida
$53.7K +$9.71K +32 +21%
CG
5035
Curat Global
New Hampshire
$52.9K
MPG
5036
My Portfolio Guide
California
$50.8K +$52.5K +173 New
SFS
5037
Sunrise Financial Services
Washington
$48.8K +$5.77K +19 +13%
BMC
5038
Bear Mountain Capital
Washington
$48.2K -$15.2K -50 -25%
ICCON
5039
Investment Counsel Company of Nevada
Nevada
$46.9K +$303 +1 +0.6%
BFP
5040
Birchwood Financial Partners
Minnesota
$46.5K
IPS
5041
Investors Portfolio Services
Washington
$44.7K +$4.55K +15 +11%
DRP
5042
Decker Retirement Planning
Utah
$44.4K
TFG
5043
Team Financial Group
California
$43.9K +$303 +1 +0.7%
CWA
5044
Carolina Wealth Advisors
South Carolina
$43.8K -$2.73K -9 -6%
PFO
5045
Pioneer Family Office
Florida
$41.8K
WT
5046
WHI Trust
Illinois
$40.9K
HWM
5047
Horizons Wealth Management
North Carolina
$36.8K
CIR
5048
Clear Investment Research
Georgia
$36.8K +$37.9K +125 New
TM
5049
Torren Management
California
$36.2K -$770K -2,538 -95%
MTI
5050
Merrithew & Thorsten Inc
California
$36K

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.