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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
SCM
5151
Saber Capital Management
North Carolina
-$646K -2,006 Closed
KIM
5152
Kane Investment Management
California
-$584K -1,812 Closed
PW
5153
Potentia Wealth
California
-$566K -1,758 Closed
TWA
5154
Trace Wealth Advisors
California
-$526K -1,632 Closed
BMM
5155
Berkshire Money Management
Massachusetts
-$521K -1,616 Closed
BLWM
5156
Bucket List Wealth Management
Florida
-$496K -1,538 Closed
Twin Tree Management
5157
Twin Tree Management
Texas
-$465K -1,533 Closed
EC
5158
EntryPoint Capital
New York
-$484K -1,503 Closed
CAM
5159
CenterStar Asset Management
Illinois
-$463K -1,436 Closed
WPW
5160
Warther Private Wealth
Ohio
-$459K -1,423 Closed
MPW
5161
MGO Private Wealth
California
-$449K -1,393 Closed
UAM
5162
UAS Asset Management
New York
-$431K -1,339 Closed
ACM
5163
Avos Capital Management
Washington
-$429K -1,331 Closed
TCM
5164
TABR Capital Management
California
-$415K -1,289 Closed
CMTU
5165
Capital Markets Trading (UK)
United Kingdom
-$388K -1,280 Closed
FWM
5166
FMB Wealth Management
California
-$411K -1,276 Closed
LCM
5167
LRT Capital Management
Texas
-$391K -1,214 Closed
TC
5168
TwinBeech Capital
New York
-$383K -1,188 Closed
CAP
5169
Cordoba Advisory Partners
New York
-$364K -1,130 Closed
SFM
5170
Stack Financial Management
Montana
-$337K -1,046 Closed
DWA
5171
Delap Wealth Advisory
Oregon
-$320K -992 Closed
WI
5172
Westbourne Investments
Virginia
-$313K -970 Closed
EFN
5173
Equita Financial Network
Pennsylvania
-$311K -965 Closed
MIM
5174
Morningstar Investment Management
Illinois
-$308K -956 Closed
FFP
5175
Freedom Financial Partners
Minnesota
-$304K -942 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.