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JPMorgan Chase

5,060 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, 2,275 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: 2,275

1.05% less ownership

Funds ownership: 73.33%72.27% (-1.1%)

1% less funds holding

Funds holding: 5,1255,060 (-65)

11% less capital invested

Capital invested by funds: $640B → $573B (-$67.3B)

15% less funds holding in top 10

Funds holding in top 10: 938795 (-143)

25% less call options, than puts

Call options by funds: $8.1B | Put options by funds: $10.8B

Holders
5,060
Holders Change
-65
Holders Change %
-1.27%
% of All Funds
62.14%
Holding in Top 10
795
Holding in Top 10 Change
-143
Holding in Top 10 Change %
-15.25%
% of All Funds
9.76%
New
205
Increased
2,117
Reduced
2,275
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
CP
5101
Covenant Partners
Tennessee
-$2.41M -7,475 Closed
SIM
5102
Sentry Investment Management
Wisconsin
-$2.37M -7,349 Closed
SC
5103
Stance Capital
Massachusetts
-$2.36M -7,315 Closed
MWP
5104
Momentum Wealth Planning
Florida
-$2.12M -6,565 Closed
KA
5105
Kercheville Advisors
Texas
-$1.88M -6,195 Closed
MF
5106
Magnetar Financial
Illinois
-$1.95M -6,042 Closed
DGM
5107
Delta Global Management
New York
-$1.94M -6,010 Closed
CTFG
5108
Capstone Triton Financial Group
Oklahoma
-$1.9M -5,902 Closed
OTL
5109
Oak Thistle LLC
New York
-$1.82M -5,634 Closed
Q
5110
QVR
California
-$1.65M -5,446 Closed
NICM
5111
Neo Ivy Capital Management
New York
-$1.66M -5,153 Closed
YAVAPFMC
5112
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
-$1.65M -5,122 Closed
CIAM
5113
Caitong International Asset Management
Hong Kong
-$1.62M -5,038 Closed
BIMC
5114
Benson Investment Management Company
Virginia
-$1.59M -4,950 Closed
ONGA
5115
O'Neil Global Advisors
California
-$1.44M -4,464 Closed
GFS
5116
Geremia Financial Services
New Jersey
-$1.43M -4,451 Closed
EWM
5117
Elite Wealth Management
Washington
-$1.34M -4,166 Closed
OA
5118
Operose Advisors
Wisconsin
-$1.33M -4,134 Closed
BCM
5119
Bayesian Capital Management
New York
-$1.29M -4,000 Closed
GCM
5120
Goldstream Capital Management
Hong Kong
-$1.24M -3,841 Closed
GCM
5121
Greenland Capital Management
New York
-$1.21M -3,740 Closed
PFA
5122
Petra Financial Advisors
Colorado
-$1.2M -3,730 Closed
CAGAS
5123
Capital Advisory Group Advisory Services
Minnesota
-$1.09M -3,379 Closed
HC
5124
Hourglass Capital
Texas
-$936K -2,906 Closed
A
5125
AlphaQuest
New York
-$907K -2,814 Closed

JPM Hedge Fund Activity: Q1 2026 in Review

5,060 of the 8,143 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 2,275 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.

  • 5,060 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.