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
CTFG
5126
Capstone Triton Financial Group
Oklahoma
-$1.9M -5,902 Closed
OTL
5127
Oak Thistle LLC
New York
-$1.82M -5,634 Closed
Q
5128
QVR
California
-$1.65M -5,446 Closed
NICM
5129
Neo Ivy Capital Management
New York
-$1.66M -5,153 Closed
YAVAPFMC
5130
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
-$1.65M -5,122 Closed
CIAM
5131
Caitong International Asset Management
Hong Kong
-$1.62M -5,038 Closed
BIMC
5132
Benson Investment Management Company
Virginia
-$1.59M -4,950 Closed
ONGA
5133
O'Neil Global Advisors
California
-$1.44M -4,464 Closed
GFS
5134
Geremia Financial Services
New Jersey
-$1.43M -4,451 Closed
EWM
5135
Elite Wealth Management
Washington
-$1.34M -4,166 Closed
OA
5136
Operose Advisors
Wisconsin
-$1.33M -4,134 Closed
BCM
5137
Bayesian Capital Management
New York
-$1.29M -4,000 Closed
GCM
5138
Goldstream Capital Management
Hong Kong
-$1.24M -3,841 Closed
GCM
5139
Greenland Capital Management
New York
-$1.21M -3,740 Closed
PFA
5140
Petra Financial Advisors
Colorado
-$1.2M -3,730 Closed
CAGAS
5141
Capital Advisory Group Advisory Services
Minnesota
-$1.09M -3,379 Closed
HC
5142
Hourglass Capital
Texas
-$936K -2,906 Closed
A
5143
AlphaQuest
New York
-$907K -2,814 Closed
KWM
5144
KW Wealth Management
California
-$905K -2,809 Closed
WLG
5145
Williamson Legacy Group
Indiana
-$883K -2,739 Closed
TWM
5146
Thryve Wealth Management
Texas
-$879K -2,727 Closed
CWM
5147
Collaborative Wealth Management
Florida
-$810K -2,515 Closed
PMIA
5148
Patrick Mauro Investment Advisor
Illinois
-$786K -2,439 Closed
AS
5149
Altshuler Shaham
Israel
-$722K -2,240 Closed
VF
5150
Virtu Financial
New York
-$716K -2,221 Closed

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.