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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
CAP
5151
Cordoba Advisory Partners
New York
-$364K -1,130 Closed
SFM
5152
Stack Financial Management
Montana
-$337K -1,046 Closed
DWA
5153
Delap Wealth Advisory
Oregon
-$320K -992 Closed
WI
5154
Westbourne Investments
Virginia
-$313K -970 Closed
EFN
5155
Equita Financial Network
Pennsylvania
-$311K -965 Closed
MIM
5156
Morningstar Investment Management
Illinois
-$308K -956 Closed
FFP
5157
Freedom Financial Partners
Minnesota
-$304K -942 Closed
MSFP
5158
Mark Sheptoff Financial Planning
Connecticut
-$266K -940 Closed
SWM
5159
SpringVest Wealth Management
Texas
-$297K -921 Closed
SIM
5160
Sims Investment Management
Ohio
-$287K -891 Closed
SP
5161
Saranac Partners
-$284K -882 Closed
HAFS
5162
Hapanowicz & Associates Financial Services
Pennsylvania
-$274K -850 Closed
NJBEST
5163
New Jersey Better Educational Savings Trust
New Jersey
-$273K -847 Closed
PA
5164
ProCore Advisors
California
-$271K -841 Closed
BT
5165
Brandywine Trust
Delaware
-$267K -830 Closed
AC
5166
Armistice Capital
New York
-$264K -819 Closed
TC
5167
Town Capital
Maryland
-$260K -808 Closed
PM
5168
Phraction Management
Connecticut
-$259K -804 Closed
OC
5169
Optima Capital
Oregon
-$257K -797 Closed
KPWM
5170
KDK Private Wealth Management
Texas
-$256K -795 Closed
MGWA
5171
Monument Group Wealth Advisors
Massachusetts
-$251K -779 Closed
ACM
5172
Andina Capital Management
Utah
-$248K -770 Closed
VAM
5173
Vienna Asset Management
California
-$246K -763 Closed
OWA
5174
ORBA Wealth Advisors
Illinois
-$244K -758 Closed
AFA
5175
Alpha Financial Advisors
North Carolina
-$244K -757 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.